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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $331K | Buy |
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|
2025
Q2 | $172K | Buy |
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|
2025
Q1 | $164K | Sell |
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|
2024
Q4 | $928K | Buy |
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|
2024
Q3 | $942K | Buy |
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|
2024
Q2 | $869K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $589K | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.46M | Sell |
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|
2021
Q4 | $1.7M | Buy |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $1.99M | Buy |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $1.2M | Sell |
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|
2020
Q1 | $1.03M | Sell |
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|
2019
Q4 | $1.49M | Buy |
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|
2019
Q3 | $1.39M | Buy |
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|
2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $986K | Sell |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $1.21M | Buy |
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|
2018
Q1 | $1.04M | Buy |
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