Allworth 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 | $556K | Buy |
81,708
+78,900
| +2,810% | +$537K | ﹤0.01% | 802 |
|
|
2025
Q1 | $17.6K | Buy |
2,808
+26
| +0.9% | +$163 | ﹤0.01% | 2149 |
|
|
2024
Q4 | $20.4K | Buy |
2,782
+549
| +25% | +$4.02K | ﹤0.01% | 2088 |
|
|
2024
Q3 | $15.9K | Buy |
2,233
+11
| +0.5% | +$78 | ﹤0.01% | 2047 |
|
|
2024
Q2 | $14.8K | Buy |
+2,222
| New | +$14.8K | ﹤0.01% | 2054 |
|
|
2023
Q2 | – | Sell |
-300
| Closed | -$1.86K | – | 3393 |
|
|
2023
Q1 | $1.86K | Sell |
300
-3,013
| -91% | -$18.7K | ﹤0.01% | 2432 |
|
|
2022
Q4 | $18.9K | Hold |
3,313
| – | – | ﹤0.01% | 1390 |
|
|
2022
Q3 | $18K | Buy |
3,313
+79
| +2% | +$429 | ﹤0.01% | 1350 |
|
|
2022
Q2 | $20K | Buy |
+3,234
| New | +$20K | ﹤0.01% | 1251 |
|
|
2017
Q1 | – | Sell |
-483
| Closed | -$2K | – | 831 |
|
|
2016
Q4 | $2K | Buy |
+483
| New | +$2K | ﹤0.01% | 596 |
|