Beacon Capital Management LLC (Tennessee)’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 | $115K | Buy |
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|
2025
Q2 | $124K | Buy |
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|
2025
Q1 | $119K | Buy |
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|
2024
Q4 | $120K | Hold |
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|
2024
Q3 | $123K | Buy |
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|
2024
Q2 | $115K | Buy |
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|
2024
Q1 | $118K | Buy |
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|
2023
Q4 | $92.9K | Hold |
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|
2023
Q3 | $102K | Hold |
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|
2023
Q2 | $102K | Buy |
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|
2023
Q1 | $94.9K | Buy |
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|
2022
Q4 | $83.2K | Buy |
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|
2022
Q3 | $89K | Buy |
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|
2022
Q2 | $112K | Hold |
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|
2022
Q1 | $112K | Buy |
|