Atria Wealth Solutions’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 | $434K | Sell |
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|
2025
Q1 | $539K | Sell |
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|
2024
Q4 | $658K | Sell |
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|
2024
Q3 | $779K | Sell |
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|
2024
Q2 | $836K | Sell |
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|
2024
Q1 | $939K | Sell |
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|
2023
Q4 | $883K | Buy |
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|
2023
Q3 | $753K | Buy |
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|
2023
Q2 | $745K | Sell |
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|
2023
Q1 | $783K | Buy |
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|
2022
Q4 | $629K | Sell |
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|
2022
Q3 | $619K | Buy |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $997K | Buy |
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