Holistic Financial Partners’s Liberty Broadband Class C LBRDK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$312K	Hold	3,174	–	–	0.14%	87
2025 Q1	$270K	Hold	3,174	–	–	0.13%	90
2024 Q4	$237K	Hold	3,174	–	–	0.12%	104
2024 Q3	$245K	Buy	+3,174	New	+$245K	0.12%	98
2024 Q1	–	Sell	-3,174	Closed	-$256K	–	141
2023 Q4	$256K	Hold	3,174	–	–	0.15%	87
2023 Q3	$290K	Hold	3,174	–	–	0.19%	73
2023 Q2	$254K	Hold	3,174	–	–	0.18%	79
2023 Q1	$259K	Hold	3,174	–	–	0.2%	80
2022 Q4	$242K	Hold	3,174	–	–	0.22%	79
2022 Q3	$234K	Hold	3,174	–	–	0.23%	74
2022 Q2	$367K	Hold	3,174	–	–	0.35%	44
2022 Q1	$430K	Hold	3,174	–	–	0.27%	47
2021 Q4	$511K	Hold	3,174	–	–	0.3%	44
2021 Q3	$548K	Hold	3,174	–	–	0.34%	39
2021 Q2	$551K	Hold	3,174	–	–	0.33%	43
2021 Q1	$477K	Hold	3,174	–	–	0.31%	44
2020 Q4	$503K	Buy	3,174 +901	+40%	+$143K	0.35%	40
2020 Q3	$324K	Hold	2,273	–	–	0.26%	54
2020 Q2	$282K	Hold	2,273	–	–	0.24%	50
2020 Q1	$252K	Sell	2,273 -153	-6%	-$17K	0.26%	50
2019 Q4	$305K	Hold	2,426	–	–	0.18%	73
2019 Q3	$254K	Hold	2,426	–	–	0.23%	62
2019 Q2	$253K	Hold	2,426	–	–	0.25%	58
2019 Q1	$223K	Buy	+2,426	New	+$223K	0.09%	104
2018 Q4	–	Sell	-2,426	Closed	-$205K	–	74
2018 Q3	$205K	Buy	+2,426	New	+$205K	0.19%	72
2018 Q2	–	Sell	-2,426	Closed	-$208K	–	221
2018 Q1	$208K	Hold	2,426	–	–	0.17%	67
2017 Q4	$207K	Buy	+2,426	New	+$207K	0.17%	71