Creative Planning’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22,368
| Closed | -$495K | – | 3342 |
|
|
2024
Q2 | $495K | Buy |
22,368
+1,008
| +5% | +$24K | ﹤0.01% | 1951 |
|
|
2024
Q1 | $634K | Sell |
21,360
-308
| -1% | -$9.26K | ﹤0.01% | 1678 |
|
|
2023
Q4 | $623K | Buy |
21,668
+945
| +5% | +$24.7K | ﹤0.01% | 1543 |
|
|
2023
Q3 | $527K | Sell |
20,723
-7,795
| -27% | -$185K | ﹤0.01% | 1535 |
|
|
2023
Q2 | $688K | Buy |
28,518
+9,150
| +47% | +$195K | ﹤0.01% | 1358 |
|
|
2023
Q1 | $400K | Sell |
19,368
-13
| -0.1% | -$326 | ﹤0.01% | 1619 |
|
|
2022
Q4 | $560K | Buy |
19,381
+4,058
| +26% | +$124K | ﹤0.01% | 1370 |
|
|
2022
Q3 | $429K | Buy |
15,323
+2,305
| +18% | +$68.2K | ﹤0.01% | 1427 |
|
|
2022
Q2 | $345K | Buy |
13,018
+5
| +0% | +$150 | ﹤0.01% | 1521 |
|
|
2022
Q1 | $437K | Buy |
13,013
+206
| +2% | +$7.24K | ﹤0.01% | 1397 |
|
|
2021
Q4 | $478K | Buy |
12,807
+5
| +0% | +$184 | ﹤0.01% | 1331 |
|
|
2021
Q3 | $444K | Buy |
12,802
+1,963
| +18% | +$68.6K | ﹤0.01% | 1362 |
|
|
2021
Q2 | $371K | Sell |
10,839
-589
| -5% | -$19.3K | ﹤0.01% | 1444 |
|
|
2021
Q1 | $370K | Buy |
11,428
+439
| +4% | +$14.1K | ﹤0.01% | 1647 |
|
|
2020
Q4 | $349K | Buy |
10,989
+245
| +2% | +$7.08K | ﹤0.01% | 1528 |
|
|
2020
Q3 | $262K | Sell |
10,744
-1,659
| -13% | -$42.7K | ﹤0.01% | 1510 |
|
|
2020
Q2 | $315K | Buy |
12,403
+690
| +6% | +$16.9K | ﹤0.01% | 1270 |
|
|
2020
Q1 | $268K | Buy |
+11,713
| New | +$370K | ﹤0.01% | 1224 |
|
|
2017
Q3 | – | Sell |
-2,465
| Closed | -$75K | – | 3848 |
|
|
2017
Q2 | $75K | Buy |
2,465
+315
| +15% | +$8.99K | ﹤0.01% | 2196 |
|
|
2017
Q1 | $60K | Sell |
2,150
-257
| -11% | -$6.94K | ﹤0.01% | 2349 |
|
|
2016
Q4 | $60K | Sell |
2,407
-76
| -3% | -$1.89K | ﹤0.01% | 2250 |
|
|
2016
Q3 | $61K | Sell |
2,483
-38
| -2% | -$923 | ﹤0.01% | 2206 |
|
|
2016
Q2 | $57K | Buy |
+2,521
| New | +$57.9K | ﹤0.01% | 2052 |
|
Other funds holding LSXMA
Creative Planning's LSXMA Position: Q3 2024 in Review
Creative Planning sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q3 2024, closing a stake of 22,368 shares — an estimated $495K sold.
Creative Planning first reported a position in LSXMA in Q2 2016 and held it in 23 quarters. The position peaked at $688K in Q2 2023. 2 funds tracked by Wall St. Rank hold LSXMA as of Q3 2024.
- Creative Planning reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
- Creative Planning sold 22,368 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $495K.
- Creative Planning first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q2 2016 and held it in 23 quarters.
- Creative Planning's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $688K in Q2 2023.
- 2 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q3 2024.
Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.