Baird Financial Group’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 | $172K | Buy |
25,193
+180
| +0.7% | +$1.23K | ﹤0.01% | 1719 |
|
|
2025
Q1 | $164K | Sell |
25,013
-108,541
| -81% | -$711K | ﹤0.01% | 1693 |
|
|
2024
Q4 | $928K | Buy |
133,554
+940
| +0.7% | +$6.53K | ﹤0.01% | 1205 |
|
|
2024
Q3 | $942K | Buy |
132,614
+4,792
| +4% | +$34K | ﹤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% | -$507K | ﹤0.01% | 1231 |
|
|
2022
Q3 | $1.06M | Buy |
192,326
+4,256
| +2% | +$23.5K | ﹤0.01% | 1034 |
|
|
2022
Q2 | $1.18M | Buy |
188,070
+7,582
| +4% | +$47.6K | ﹤0.01% | 1021 |
|
|
2022
Q1 | $1.46M | Sell |
180,488
-21,772
| -11% | -$176K | ﹤0.01% | 1002 |
|
|
2021
Q4 | $1.7M | Buy |
202,260
+7,727
| +4% | +$64.8K | ﹤0.01% | 995 |
|
|
2021
Q3 | $1.67M | Sell |
194,533
-26,021
| -12% | -$224K | ﹤0.01% | 1004 |
|
|
2021
Q2 | $1.99M | Buy |
220,554
+8,359
| +4% | +$75.6K | 0.01% | 925 |
|
|
2021
Q1 | $1.62M | Buy |
212,195
+6,870
| +3% | +$52.4K | ﹤0.01% | 964 |
|
|
2020
Q4 | $1.42M | Sell |
205,325
-645
| -0.3% | -$4.45K | ﹤0.01% | 901 |
|
|
2020
Q3 | $1.24M | Sell |
205,970
-3,179
| -2% | -$19.1K | ﹤0.01% | 887 |
|
|
2020
Q2 | $1.2M | Sell |
209,149
-3,607
| -2% | -$20.6K | ﹤0.01% | 877 |
|
|
2020
Q1 | $1.03M | Sell |
212,756
-6,779
| -3% | -$32.8K | ﹤0.01% | 880 |
|
|
2019
Q4 | $1.49M | Buy |
219,535
+2,644
| +1% | +$17.9K | 0.01% | 857 |
|
|
2019
Q3 | $1.39M | Buy |
216,891
+6,330
| +3% | +$40.5K | 0.01% | 884 |
|
|
2019
Q2 | $1.35M | Buy |
210,561
+11,761
| +6% | +$75.5K | 0.01% | 896 |
|
|
2019
Q1 | $1.22M | Buy |
198,800
+15,470
| +8% | +$94.5K | 0.01% | 800 |
|
|
2018
Q4 | $986K | Sell |
183,330
-6,716
| -4% | -$36.1K | 0.01% | 804 |
|
|
2018
Q3 | $1.3M | Buy |
190,046
+999
| +0.5% | +$6.82K | 0.01% | 783 |
|
|
2018
Q2 | $1.21M | Buy |
189,047
+18,750
| +11% | +$120K | 0.01% | 784 |
|
|
2018
Q1 | $1.04M | Buy |
+170,297
| New | +$1.04M | 0.01% | 813 |
|