CFFP
LSXMK

Center for Financial Planning’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Center for Financial Planning’s Portfolio LSXMK Stock Details LSXMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-71
Closed -$1.57K – 612
2024
Q2 		$1.57K Hold
71
– – ﹤0.01% 510
2024
Q1 		$2.11K Hold
71
– – ﹤0.01% 516
2023
Q4 		$2.04K Hold
71
– – ﹤0.01% 457
2023
Q3 		$1.81K Sell
71
-21
-23% -$510 ﹤0.01% 458
2023
Q2 		$2.32K Hold
92
– – ﹤0.01% 488
2023
Q1 		$1.99K Hold
92
– – ﹤0.01% 453
2022
Q4 		$2.78K Hold
92
– – ﹤0.01% 442
2022
Q3 		$3K Hold
92
– – ﹤0.01% 501
2022
Q2 		$3K Hold
92
– – ﹤0.01% 460
2022
Q1 		$3K Hold
92
– – ﹤0.01% 461
2021
Q4 		$4K Hold
92
– – ﹤0.01% 451
2021
Q3 		$3K Hold
92
– – ﹤0.01% 441
2021
Q2 		$3K Sell
92
-78
-46% -$2.69K ﹤0.01% 445
2021
Q1 		$6K Hold
170
– – ﹤0.01% 438
2020
Q4 		$6K Hold
170
– – ﹤0.01% 392
2020
Q3 		$4K Hold
170
– – ﹤0.01% 378
2020
Q2 		$5K Sell
170
-3
-2% -$77 ﹤0.01% 369
2020
Q1 		$4K Sell
173
-12
-6% -$402 ﹤0.01% 447
2019
Q4 		$7K Buy
+185
New +$6.45K ﹤0.01% 349

Other funds holding LSXMK

MWVC
Morgens Waterfall Vintiadis & Co New York $81.2M AUM 86.87% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Center for Financial Planning's LSXMK Position: Q3 2024 in Review

Center for Financial Planning sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2024, closing a stake of 71 shares — an estimated $1.57K sold.

Center for Financial Planning first reported a position in LSXMK in Q4 2019 and held it in 19 quarters. The position peaked at $7K in Q4 2019. 6 funds tracked by Wall St. Rank hold LSXMK as of Q3 2024.

  • Center for Financial Planning reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • Center for Financial Planning sold 71 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $1.57K.
  • Center for Financial Planning first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2019 and held it in 19 quarters.
  • Center for Financial Planning's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $7K in Q4 2019.
  • 6 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.