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Allworth Financial’s Liberty All-Star Equity Fund USA Stock Holding History

Allworth Financial’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$441K Buy
79,439
+1,187
+2% +$7.09K ﹤0.01% 1004
2025
Q4 		$491K Sell
78,252
-3,472
-4% -$21.6K ﹤0.01% 939
2025
Q3 		$518K Buy
81,724
+16
+0% +$106 ﹤0.01% 883
2025
Q2 		$556K Buy
81,708
+78,900
+2,810% +$513K ﹤0.01% 807
2025
Q1 		$17.6K Buy
2,808
+26
+0.9% +$180 ﹤0.01% 2156
2024
Q4 		$20.4K Buy
2,782
+549
+25% +$3.95K ﹤0.01% 2093
2024
Q3 		$15.9K Buy
2,233
+11
+0.5% +$75 ﹤0.01% 2049
2024
Q2 		$14.8K Buy
+2,222
New +$15.1K ﹤0.01% 2054
2023
Q2 		– Sell
-300
Closed -$1.86K – 3393
2023
Q1 		$1.86K Sell
300
-3,013
-91% -$18.5K ﹤0.01% 2432
2022
Q4 		$18.9K Hold
3,313
– – ﹤0.01% 1390
2022
Q3 		$18K Buy
3,313
+79
+2% +$510 ﹤0.01% 1350
2022
Q2 		$20K Buy
+3,234
New +$22.4K ﹤0.01% 1251
2017
Q1 		– Sell
-483
Closed -$2K – 831
2016
Q4 		$2K Buy
+483
New +$2.45K ﹤0.01% 596

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