Advisor Resource Council’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-38,302
| Closed | -$251K | – | 548 |
|
|
2025
Q1 | $251K | Buy |
+38,302
| New | +$251K | 0.02% | 503 |
|
|
2024
Q1 | – | Sell |
-23,754
| Closed | -$152K | – | 501 |
|
|
2023
Q4 | $152K | Buy |
+23,754
| New | +$152K | 0.02% | 469 |
|
|
2022
Q3 | – | Sell |
-27,851
| Closed | -$175K | – | 471 |
|
|
2022
Q2 | $175K | Buy |
+27,851
| New | +$175K | 0.02% | 487 |
|
|
2022
Q1 | – | Sell |
-29,446
| Closed | -$247K | – | 524 |
|
|
2021
Q4 | $247K | Buy |
+29,446
| New | +$247K | 0.02% | 498 |
|
|
2021
Q3 | – | Sell |
-23,327
| Closed | -$211K | – | 471 |
|
|
2021
Q2 | $211K | Buy |
+23,327
| New | +$211K | 0.02% | 461 |
|