Plante Moran Financial Advisors’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 |
-287
| Closed | -$6.36K | – | 953 |
|
|
2024
Q2 | $6.36K | Hold |
287
| – | – | ﹤0.01% | 627 |
|
|
2024
Q1 | $8.53K | Hold |
287
| – | – | ﹤0.01% | 629 |
|
|
2023
Q4 | $8.26K | Hold |
287
| – | – | ﹤0.01% | 580 |
|
|
2023
Q3 | $7.31K | Sell |
287
-84
| -23% | -$2.14K | ﹤0.01% | 560 |
|
|
2023
Q2 | $9.39K | Hold |
371
| – | – | ﹤0.01% | 558 |
|
|
2023
Q1 | $8.03K | Hold |
371
| – | – | ﹤0.01% | 590 |
|
|
2022
Q4 | $11.2K | Hold |
371
| – | – | ﹤0.01% | 563 |
|
|
2022
Q3 | $11K | Hold |
371
| – | – | ﹤0.01% | 569 |
|
|
2022
Q2 | $10K | Hold |
371
| – | – | ﹤0.01% | 614 |
|
|
2022
Q1 | $13K | Sell |
371
-112
| -23% | -$3.93K | ﹤0.01% | 569 |
|
|
2021
Q4 | $19K | Buy |
483
+112
| +30% | +$4.41K | ﹤0.01% | 576 |
|
|
2021
Q3 | $14K | Hold |
371
| – | – | ﹤0.01% | 643 |
|
|
2021
Q2 | $13K | Sell |
371
-278
| -43% | -$9.74K | ﹤0.01% | 647 |
|
|
2021
Q1 | $22K | Hold |
649
| – | – | 0.01% | 529 |
|
|
2020
Q4 | $22K | Hold |
649
| – | – | 0.01% | 521 |
|
|
2020
Q3 | $17K | Sell |
649
-6
| -0.9% | -$157 | 0.01% | 529 |
|
|
2020
Q2 | $17K | Sell |
655
-5
| -0.8% | -$130 | 0.01% | 462 |
|
|
2020
Q1 | $16K | Hold |
660
| – | – | 0.01% | 429 |
|
|
2019
Q4 | $24K | Buy |
660
+283
| +75% | +$10.3K | 0.01% | 432 |
|
|
2019
Q3 | $12K | Hold |
377
| – | – | ﹤0.01% | 564 |
|
|
2019
Q2 | $11K | Hold |
377
| – | – | ﹤0.01% | 557 |
|
|
2019
Q1 | $11K | Buy |
377
+324
| +611% | +$9.45K | ﹤0.01% | 542 |
|
|
2018
Q4 | $1K | Buy |
53
+29
| +121% | +$547 | ﹤0.01% | 849 |
|
|
2018
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 736 |
|
|
2018
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 786 |
|
|
2018
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 927 |
|
|
2017
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 854 |
|
|
2017
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 787 |
|
|
2017
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 807 |
|
|
2017
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 846 |
|
|
2016
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 939 |
|
|
2016
Q3 | $1K | Sell |
24
-39
| -62% | -$1.63K | ﹤0.01% | 904 |
|
|
2016
Q2 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 872 |
|