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Atria Wealth Solutions’s Liberty All-Star Equity Fund USA Stock Holding History

Atria Wealth Solutions’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$434K Sell
63,445
-18,837
-23% -$123K 0.01% 978
2025
Q1 		$539K Sell
82,282
-10,326
-11% -$71.3K 0.01% 1162
2024
Q4 		$658K Sell
92,608
-17,123
-16% -$123K 0.01% 1115
2024
Q3 		$779K Sell
109,731
-13,174
-11% -$90.3K 0.01% 1026
2024
Q2 		$836K Sell
122,905
-8,393
-6% -$57.1K 0.01% 977
2024
Q1 		$939K Sell
131,298
-5,422
-4% -$36.3K 0.01% 937
2023
Q4 		$883K Buy
136,720
+9,488
+7% +$57.7K 0.01% 921
2023
Q3 		$753K Buy
127,232
+12,100
+11% +$76.8K 0.01% 940
2023
Q2 		$745K Sell
115,132
-11,128
-9% -$68K 0.01% 978
2023
Q1 		$783K Buy
126,260
+18,209
+17% +$112K 0.01% 908
2022
Q4 		$629K Sell
108,051
-3,950
-4% -$23.6K 0.01% 970
2022
Q3 		$619K Buy
112,001
+28,483
+34% +$184K 0.01% 914
2022
Q2 		$524K Sell
83,518
-39,956
-32% -$277K 0.01% 951
2022
Q1 		$997K Buy
+123,474
New +$950K 0.02% 732

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B
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GC
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SFS
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