Allworth Financial’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
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|
2025
Q1 | $17.6K | Buy |
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|
2024
Q4 | $20.4K | Buy |
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|
2024
Q3 | $15.9K | Buy |
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|
2024
Q2 | $14.8K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.86K | Sell |
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|
2022
Q4 | $18.9K | Hold |
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|
2022
Q3 | $18K | Buy |
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|
2022
Q2 | $20K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2K | Buy |
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