Steward Partners Investment Advisory’s Liberty Media Series A FWONA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.3K | Buy |
403
+45
| +13% | +$4.27K | ﹤0.01% | 2607 |
|
|
2025
Q1 | $29.2K | Sell |
358
-2,343
| -87% | -$191K | ﹤0.01% | 2647 |
|
|
2024
Q4 | $227K | Buy |
2,701
+2,534
| +1,517% | +$213K | ﹤0.01% | 1532 |
|
|
2024
Q3 | $11.9K | Buy |
167
+157
| +1,570% | +$11.2K | ﹤0.01% | 2883 |
|
|
2024
Q2 | $642 | Sell |
10
-6
| -38% | -$385 | ﹤0.01% | 3445 |
|
|
2024
Q1 | $940 | Buy |
16
+12
| +300% | +$705 | ﹤0.01% | 3383 |
|
|
2023
Q4 | $232 | Hold |
4
| – | – | ﹤0.01% | 3406 |
|
|
2023
Q3 | $226 | Hold |
4
| – | – | ﹤0.01% | 3285 |
|
|
2023
Q2 | $270 | Hold |
4
| – | – | ﹤0.01% | 3224 |
|
|
2023
Q1 | $270 | Buy |
4
+1
| +33% | +$68 | ﹤0.01% | 3214 |
|
|
2022
Q4 | $160 | Sell |
3
-18
| -86% | -$960 | ﹤0.01% | 3271 |
|
|
2022
Q3 | $1K | Sell |
21
-10
| -32% | -$476 | ﹤0.01% | 3120 |
|
|
2022
Q2 | $2K | Sell |
31
-29
| -48% | -$1.87K | ﹤0.01% | 2993 |
|
|
2022
Q1 | $4K | Buy |
60
+57
| +1,900% | +$3.8K | ﹤0.01% | 2948 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 3223 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3232 |
|
|
2021
Q2 | – | Sell |
-888
| Closed | -$32.5K | – | 7198 |
|
|
2021
Q1 | $32.5K | Buy |
888
+879
| +9,767% | +$32.2K | ﹤0.01% | 2222 |
|
|
2020
Q4 | $0 | Buy |
9
+7
| +350% | – | ﹤0.01% | 2926 |
|
|
2020
Q3 | $0 | Sell |
2
-7
| -78% | – | ﹤0.01% | 2777 |
|
|
2020
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 2692 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 2566 |
|
|
2019
Q4 | $0 | Sell |
9
-7
| -44% | – | ﹤0.01% | 2643 |
|
|
2019
Q3 | $0 | Sell |
16
-3
| -16% | – | ﹤0.01% | 2667 |
|
|
2019
Q2 | $0 | Buy |
+19
| New | – | ﹤0.01% | 2637 |
|
|
2018
Q4 | – | Sell |
-22
| Closed | -$1K | – | 1278 |
|
|
2018
Q3 | $1K | Sell |
22
-4
| -15% | -$182 | ﹤0.01% | 2492 |
|
|
2018
Q2 | $1K | Buy |
26
+4
| +18% | +$154 | ﹤0.01% | 2344 |
|
|
2018
Q1 | $0 | Sell |
22
-17
| -44% | – | ﹤0.01% | 2253 |
|
|
2017
Q4 | $1K | Buy |
39
+20
| +105% | +$513 | ﹤0.01% | 1778 |
|
|
2017
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 1704 |
|
|
2017
Q2 | $0 | Buy |
19
+3
| +19% | – | ﹤0.01% | 1643 |
|
|
2017
Q1 | $0 | Buy |
16
+6
| +60% | – | ﹤0.01% | 1525 |
|
|
2016
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 870 |
|