IFP Advisors’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,096
| Closed | -$46.7K | – | 4687 |
|
2024
Q3 | $46.7K | Sell |
2,096
-4,270
| -67% | -$95.2K | ﹤0.01% | 1768 |
|
2024
Q2 | $141K | Sell |
6,366
-2,225
| -26% | -$49.3K | 0.01% | 1210 |
|
2024
Q1 | $255K | Buy |
8,591
+2,000
| +30% | +$59.4K | 0.01% | 876 |
|
2023
Q4 | $189K | Buy |
6,591
+6,243
| +1,794% | +$179K | 0.01% | 972 |
|
2023
Q3 | $8.61K | Buy |
348
+89
| +34% | +$2.2K | ﹤0.01% | 2316 |
|
2023
Q2 | $6.23K | Buy |
259
+58
| +29% | +$1.4K | ﹤0.01% | 2463 |
|
2023
Q1 | $6.85K | Sell |
201
-259
| -56% | -$8.82K | ﹤0.01% | 2440 |
|
2022
Q4 | $20K | Sell |
460
-78
| -14% | -$3.39K | ﹤0.01% | 2903 |
|
2022
Q3 | $24K | Buy |
538
+369
| +218% | +$16.5K | ﹤0.01% | 2946 |
|
2022
Q2 | $7K | Hold |
169
| – | – | ﹤0.01% | 3643 |
|
2022
Q1 | $7K | Buy |
169
+27
| +19% | +$1.12K | ﹤0.01% | 3643 |
|
2021
Q4 | $6K | Buy |
142
+127
| +847% | +$5.37K | ﹤0.01% | 2399 |
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 3111 |
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 2938 |
|
2021
Q1 | $0 | Sell |
15
-112
| -88% | – | ﹤0.01% | 4425 |
|
2020
Q4 | $4K | Hold |
127
| – | – | ﹤0.01% | 2431 |
|
2020
Q3 | $3K | Hold |
127
| – | – | ﹤0.01% | 2384 |
|
2020
Q2 | $3K | Sell |
127
-16
| -11% | -$378 | ﹤0.01% | 2290 |
|
2020
Q1 | $3K | Buy |
143
+28
| +24% | +$587 | ﹤0.01% | 2254 |
|
2019
Q4 | $4K | Sell |
115
-32
| -22% | -$1.11K | ﹤0.01% | 2289 |
|
2019
Q3 | $5K | Buy |
+147
| New | +$5K | ﹤0.01% | 2356 |
|
2019
Q1 | $6K | Sell |
198
-498
| -72% | -$15.1K | ﹤0.01% | 1820 |
|
2018
Q4 | $18K | Buy |
696
+4
| +0.6% | +$103 | ﹤0.01% | 2176 |
|
2018
Q3 | $22K | Sell |
692
-22
| -3% | -$699 | ﹤0.01% | 2392 |
|
2018
Q2 | $23K | Sell |
714
-14
| -2% | -$451 | ﹤0.01% | 2357 |
|
2018
Q1 | $21K | Hold |
728
| – | – | ﹤0.01% | 2370 |
|
2017
Q4 | $21K | Sell |
728
-125
| -15% | -$3.61K | ﹤0.01% | 2368 |
|
2017
Q3 | $26K | Sell |
853
-80
| -9% | -$2.44K | ﹤0.01% | 2411 |
|
2017
Q2 | $28K | Hold |
933
| – | – | ﹤0.01% | 2355 |
|
2017
Q1 | $26K | Hold |
933
| – | – | ﹤0.01% | 2320 |
|
2016
Q4 | $23K | Buy |
933
+62
| +7% | +$1.53K | ﹤0.01% | 2350 |
|
2016
Q3 | $21K | Hold |
871
| – | – | ﹤0.01% | 2362 |
|
2016
Q2 | $20K | Buy |
871
+673
| +340% | +$15.5K | ﹤0.01% | 2338 |
|
2016
Q1 | $6K | Buy |
+198
| New | +$6K | ﹤0.01% | 1820 |
|