Atria Wealth Solutions’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 | $434K | Sell |
63,445
-18,837
| -23% | -$129K | 0.01% | 977 |
|
|
2025
Q1 | $539K | Sell |
82,282
-10,326
| -11% | -$67.6K | 0.01% | 1154 |
|
|
2024
Q4 | $658K | Sell |
92,608
-17,123
| -16% | -$122K | 0.01% | 1105 |
|
|
2024
Q3 | $779K | Sell |
109,731
-13,174
| -11% | -$93.5K | 0.01% | 1019 |
|
|
2024
Q2 | $836K | Sell |
122,905
-8,393
| -6% | -$57.1K | 0.01% | 969 |
|
|
2024
Q1 | $939K | Sell |
131,298
-5,422
| -4% | -$38.8K | 0.01% | 934 |
|
|
2023
Q4 | $883K | Buy |
136,720
+9,488
| +7% | +$61.3K | 0.01% | 915 |
|
|
2023
Q3 | $753K | Buy |
127,232
+12,100
| +11% | +$71.6K | 0.01% | 936 |
|
|
2023
Q2 | $745K | Sell |
115,132
-11,128
| -9% | -$72K | 0.01% | 975 |
|
|
2023
Q1 | $783K | Buy |
126,260
+18,209
| +17% | +$113K | 0.01% | 906 |
|
|
2022
Q4 | $629K | Sell |
108,051
-3,950
| -4% | -$23K | 0.01% | 967 |
|
|
2022
Q3 | $619K | Buy |
112,001
+28,483
| +34% | +$158K | 0.01% | 911 |
|
|
2022
Q2 | $524K | Sell |
83,518
-39,956
| -32% | -$251K | 0.01% | 926 |
|
|
2022
Q1 | $997K | Buy |
+123,474
| New | +$997K | 0.02% | 732 |
|