Plante Moran Financial 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
Q3 | – | Sell |
-194
| Closed | -$4.3K | – | 954 |
|
|
2024
Q2 | $4.3K | Hold |
194
| – | – | ﹤0.01% | 661 |
|
|
2024
Q1 | $5.76K | Hold |
194
| – | – | ﹤0.01% | 678 |
|
|
2023
Q4 | $5.58K | Hold |
194
| – | – | ﹤0.01% | 637 |
|
|
2023
Q3 | $4.94K | Sell |
194
-70
| -27% | -$1.78K | ﹤0.01% | 607 |
|
|
2023
Q2 | $6.37K | Hold |
264
| – | – | ﹤0.01% | 613 |
|
|
2023
Q1 | $5.45K | Hold |
264
| – | – | ﹤0.01% | 637 |
|
|
2022
Q4 | $7.63K | Hold |
264
| – | – | ﹤0.01% | 614 |
|
|
2022
Q3 | $7K | Hold |
264
| – | – | ﹤0.01% | 652 |
|
|
2022
Q2 | $7K | Hold |
264
| – | – | ﹤0.01% | 670 |
|
|
2022
Q1 | $9K | Hold |
264
| – | – | ﹤0.01% | 619 |
|
|
2021
Q4 | $10K | Hold |
264
| – | – | ﹤0.01% | 692 |
|
|
2021
Q3 | $9K | Hold |
264
| – | – | ﹤0.01% | 718 |
|
|
2021
Q2 | $9K | Sell |
264
-147
| -36% | -$5.01K | ﹤0.01% | 702 |
|
|
2021
Q1 | $13K | Hold |
411
| – | – | ﹤0.01% | 617 |
|
|
2020
Q4 | $13K | Hold |
411
| – | – | ﹤0.01% | 597 |
|
|
2020
Q3 | $10K | Sell |
411
-3
| -0.7% | -$73 | ﹤0.01% | 616 |
|
|
2020
Q2 | $10K | Sell |
414
-4
| -1% | -$97 | ﹤0.01% | 524 |
|
|
2020
Q1 | $10K | Hold |
418
| – | – | ﹤0.01% | 504 |
|
|
2019
Q4 | $15K | Buy |
418
+149
| +55% | +$5.35K | 0.01% | 506 |
|
|
2019
Q3 | $8K | Hold |
269
| – | – | ﹤0.01% | 638 |
|
|
2019
Q2 | $7K | Hold |
269
| – | – | ﹤0.01% | 608 |
|
|
2019
Q1 | $7K | Buy |
+269
| New | +$7K | ﹤0.01% | 609 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$2K | – | 977 |
|
|
2018
Q3 | $2K | Buy |
60
+48
| +400% | +$1.6K | ﹤0.01% | 713 |
|
|
2018
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 993 |
|
|
2018
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1016 |
|
|
2017
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 920 |
|
|
2017
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 879 |
|
|
2017
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 912 |
|
|
2017
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1056 |
|
|
2016
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1051 |
|
|
2016
Q3 | $0 | Sell |
12
-21
| -64% | – | ﹤0.01% | 1000 |
|
|
2016
Q2 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 873 |
|