Ameritas Advisory Services’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 | $58.3K | Sell |
8,559
-20,716
| -71% | -$141K | ﹤0.01% | 1237 |
|
|
2025
Q1 | $194K | Buy |
29,275
+9,000
| +44% | +$59.7K | 0.01% | 828 |
|
|
2024
Q4 | $141K | Buy |
20,275
+4,550
| +29% | +$31.6K | ﹤0.01% | 851 |
|
|
2024
Q3 | $112K | Sell |
15,725
-6,031
| -28% | -$42.8K | ﹤0.01% | 828 |
|
|
2024
Q2 | $148K | Buy |
21,756
+181
| +0.8% | +$1.23K | 0.01% | 864 |
|
|
2024
Q1 | $151K | Buy |
+21,575
| New | +$151K | 0.01% | 838 |
|
|
2023
Q4 | – | Sell |
-25,985
| Closed | -$155K | – | 843 |
|
|
2023
Q3 | $155K | Buy |
+25,985
| New | +$155K | 0.01% | 769 |
|
|
2023
Q2 | – | Sell |
-21,575
| Closed | -$132K | – | 2412 |
|
|
2023
Q1 | $132K | Sell |
21,575
-6,070
| -22% | -$37.2K | 0.01% | 906 |
|
|
2022
Q4 | $158K | Buy |
+27,645
| New | +$158K | 0.01% | 841 |
|
|
2022
Q3 | – | Sell |
-20,275
| Closed | -$127K | – | 808 |
|
|
2022
Q2 | $127K | Hold |
20,275
| – | – | 0.01% | 772 |
|
|
2022
Q1 | $164K | Hold |
20,275
| – | – | 0.01% | 804 |
|
|
2021
Q4 | $170K | Buy |
+20,275
| New | +$170K | 0.01% | 786 |
|