Advisornet Financial’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 | $15.9K | Hold |
2,330
| – | – | ﹤0.01% | 1327 |
|
2025
Q1 | $15.3K | Hold |
2,330
| – | – | ﹤0.01% | 1272 |
|
2024
Q4 | $16.2K | Hold |
2,330
| – | – | ﹤0.01% | 1182 |
|
2024
Q3 | $16.5K | Hold |
2,330
| – | – | ﹤0.01% | 1266 |
|
2024
Q2 | $15.8K | Hold |
2,330
| – | – | ﹤0.01% | 1163 |
|
2024
Q1 | $16.7K | Buy |
2,330
+36
| +2% | +$257 | ﹤0.01% | 1135 |
|
2023
Q4 | $14.6K | Hold |
2,294
| – | – | ﹤0.01% | 1194 |
|
2023
Q3 | $13.6K | Hold |
2,294
| – | – | ﹤0.01% | 1163 |
|
2023
Q2 | $14.8K | Buy |
2,294
+907
| +65% | +$5.87K | ﹤0.01% | 1209 |
|
2023
Q1 | $8.6K | Hold |
1,387
| – | – | ﹤0.01% | 1347 |
|
2022
Q4 | $7.91K | Hold |
1,387
| – | – | ﹤0.01% | 1349 |
|
2022
Q3 | $8K | Hold |
1,387
| – | – | ﹤0.01% | 1389 |
|
2022
Q2 | $9K | Sell |
1,387
-9
| -0.6% | -$58 | ﹤0.01% | 1377 |
|
2022
Q1 | $11K | Sell |
1,396
-15,713
| -92% | -$124K | ﹤0.01% | 1413 |
|
2021
Q4 | $143K | Hold |
17,109
| – | – | 0.01% | 681 |
|
2021
Q3 | $147K | Buy |
17,109
+9
| +0.1% | +$77 | 0.01% | 670 |
|
2021
Q2 | $155K | Hold |
17,100
| – | – | 0.01% | 663 |
|
2021
Q1 | $130K | Sell |
17,100
-2,000
| -10% | -$15.2K | 0.01% | 675 |
|
2020
Q4 | $132K | Buy |
19,100
+500
| +3% | +$3.46K | 0.01% | 606 |
|
2020
Q3 | $112K | Buy |
18,600
+9,500
| +104% | +$57.2K | 0.01% | 635 |
|
2020
Q2 | $52K | Buy |
9,100
+5,000
| +122% | +$28.6K | ﹤0.01% | 838 |
|
2020
Q1 | $20K | Buy |
4,100
+2,000
| +95% | +$9.76K | ﹤0.01% | 1067 |
|
2019
Q4 | $14K | Hold |
2,100
| – | – | ﹤0.01% | 1292 |
|
2019
Q3 | $13K | Hold |
2,100
| – | – | ﹤0.01% | 1307 |
|
2019
Q2 | $13K | Hold |
2,100
| – | – | ﹤0.01% | 1163 |
|
2019
Q1 | $13K | Hold |
2,100
| – | – | ﹤0.01% | 1111 |
|
2018
Q4 | $11K | Buy |
+2,100
| New | +$11K | ﹤0.01% | 1067 |
|