Center for Financial Planning’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$535 | ﹤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% | -$2.54K | ﹤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% | -$88 | ﹤0.01% | 369 |
|
|
2020
Q1 | $4K | Sell |
173
-12
| -6% | -$277 | ﹤0.01% | 446 |
|
|
2019
Q4 | $7K | Buy |
+185
| New | +$7K | ﹤0.01% | 349 |
|