Baird Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $159K | Sell |
28,596
-35,954
| -56% | -$215K | ﹤0.01% | 1795 |
|
|
2025
Q4 | $405K | Buy |
64,550
+12,370
| +24% | +$77K | ﹤0.01% | 1542 |
|
|
2025
Q3 | $331K | Buy |
52,180
+26,987
| +107% | +$178K | ﹤0.01% | 1600 |
|
|
2025
Q2 | $172K | Buy |
25,193
+180
| +0.7% | +$1.17K | ﹤0.01% | 1719 |
|
|
2025
Q1 | $164K | Sell |
25,013
-108,541
| -81% | -$750K | ﹤0.01% | 1693 |
|
|
2024
Q4 | $928K | Buy |
133,554
+940
| +0.7% | +$6.76K | ﹤0.01% | 1205 |
|
|
2024
Q3 | $942K | Buy |
132,614
+4,792
| +4% | +$32.9K | ﹤0.01% | 1193 |
|
|
2024
Q2 | $869K | Buy |
+127,822
| New | +$869K | ﹤0.01% | 1216 |
|
|
2023
Q1 | – | Sell |
-103,388
| Closed | -$589K | – | 1760 |
|
|
2022
Q4 | $589K | Sell |
103,388
-88,938
| -46% | -$532K | ﹤0.01% | 1231 |
|
|
2022
Q3 | $1.06M | Buy |
192,326
+4,256
| +2% | +$27.5K | ﹤0.01% | 1034 |
|
|
2022
Q2 | $1.18M | Buy |
188,070
+7,582
| +4% | +$52.6K | ﹤0.01% | 1021 |
|
|
2022
Q1 | $1.46M | Sell |
180,488
-21,772
| -11% | -$168K | ﹤0.01% | 1002 |
|
|
2021
Q4 | $1.7M | Buy |
202,260
+7,727
| +4% | +$65.3K | ﹤0.01% | 995 |
|
|
2021
Q3 | $1.67M | Sell |
194,533
-26,021
| -12% | -$227K | ﹤0.01% | 1004 |
|
|
2021
Q2 | $1.99M | Buy |
220,554
+8,359
| +4% | +$70.2K | 0.01% | 925 |
|
|
2021
Q1 | $1.62M | Buy |
212,195
+6,870
| +3% | +$50.2K | ﹤0.01% | 964 |
|
|
2020
Q4 | $1.42M | Sell |
205,325
-645
| -0.3% | -$4.14K | ﹤0.01% | 901 |
|
|
2020
Q3 | $1.24M | Sell |
205,970
-3,179
| -2% | -$19K | ﹤0.01% | 887 |
|
|
2020
Q2 | $1.2M | Sell |
209,149
-3,607
| -2% | -$19.5K | ﹤0.01% | 877 |
|
|
2020
Q1 | $1.03M | Sell |
212,756
-6,779
| -3% | -$41.9K | ﹤0.01% | 880 |
|
|
2019
Q4 | $1.49M | Buy |
219,535
+2,644
| +1% | +$17.3K | 0.01% | 857 |
|
|
2019
Q3 | $1.39M | Buy |
216,891
+6,330
| +3% | +$40K | 0.01% | 884 |
|
|
2019
Q2 | $1.35M | Buy |
210,561
+11,761
| +6% | +$73.4K | 0.01% | 896 |
|
|
2019
Q1 | $1.22M | Buy |
198,800
+15,470
| +8% | +$91.4K | 0.01% | 800 |
|
|
2018
Q4 | $986K | Sell |
183,330
-6,716
| -4% | -$39.9K | 0.01% | 804 |
|
|
2018
Q3 | $1.3M | Buy |
190,046
+999
| +0.5% | +$6.64K | 0.01% | 783 |
|
|
2018
Q2 | $1.21M | Buy |
189,047
+18,750
| +11% | +$119K | 0.01% | 784 |
|
|
2018
Q1 | $1.04M | Buy |
+170,297
| New | +$1.08M | 0.01% | 813 |
|
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