Atria Wealth Solutions’s Liberty All-Star Growth Fund ASG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
46,331
-1,282
| -3% | -$7.02K | 0.01% | 1247 |
|
|
2025
Q1 | $233K | Buy |
47,613
+3,007
| +7% | +$14.7K | ﹤0.01% | 1621 |
|
|
2024
Q4 | $258K | Sell |
44,606
-19,214
| -30% | -$111K | ﹤0.01% | 1624 |
|
|
2024
Q3 | $358K | Sell |
63,820
-13,669
| -18% | -$76.7K | ﹤0.01% | 1393 |
|
|
2024
Q2 | $414K | Buy |
77,489
+29,825
| +63% | +$159K | ﹤0.01% | 1313 |
|
|
2024
Q1 | $262K | Sell |
47,664
-369
| -0.8% | -$2.03K | ﹤0.01% | 1639 |
|
|
2023
Q4 | $258K | Buy |
48,033
+12,368
| +35% | +$66.5K | ﹤0.01% | 1595 |
|
|
2023
Q3 | $176K | Sell |
35,665
-3,800
| -10% | -$18.8K | ﹤0.01% | 1717 |
|
|
2023
Q2 | $214K | Sell |
39,465
-19,579
| -33% | -$106K | ﹤0.01% | 1644 |
|
|
2023
Q1 | $312K | Buy |
59,044
+1,507
| +3% | +$7.96K | ﹤0.01% | 1384 |
|
|
2022
Q4 | $290K | Sell |
57,537
-6,578
| -10% | -$33.1K | ﹤0.01% | 1375 |
|
|
2022
Q3 | $317K | Buy |
64,115
+44,744
| +231% | +$221K | 0.01% | 1257 |
|
|
2022
Q2 | $113K | Sell |
19,371
-59,721
| -76% | -$348K | ﹤0.01% | 1485 |
|
|
2022
Q1 | $597K | Buy |
+79,092
| New | +$597K | 0.01% | 971 |
|