Bensler’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 | $11.6M | Buy |
1,706,977
+20,169
| +1% | +$137K | 1.3% | 26 |
|
|
2025
Q1 | $11M | Buy |
1,686,808
+91,509
| +6% | +$599K | 1.38% | 24 |
|
|
2024
Q4 | $11.1M | Sell |
1,595,299
-23,561
| -1% | -$164K | 1.32% | 26 |
|
|
2024
Q3 | $11.5M | Buy |
1,618,860
+55,047
| +4% | +$391K | 1.45% | 23 |
|
|
2024
Q2 | $10.6M | Buy |
1,563,813
+2,054
| +0.1% | +$14K | 1.43% | 23 |
|
|
2024
Q1 | $11.2M | Buy |
1,561,759
+162,052
| +12% | +$1.16M | 1.62% | 20 |
|
|
2023
Q4 | $8.93M | Buy |
1,399,707
+102,438
| +8% | +$654K | 1.48% | 21 |
|
|
2023
Q3 | $7.68M | Buy |
1,297,269
+65,135
| +5% | +$386K | 1.48% | 21 |
|
|
2023
Q2 | $7.97M | Buy |
1,232,134
+34,426
| +3% | +$223K | 1.51% | 18 |
|
|
2023
Q1 | $7.43M | Buy |
1,197,708
+63,689
| +6% | +$395K | 1.5% | 17 |
|
|
2022
Q4 | $6.46M | Sell |
1,134,019
-10,715
| -0.9% | -$61.1K | 1.44% | 15 |
|
|
2022
Q3 | $6.33M | Buy |
1,144,734
+52,369
| +5% | +$290K | 1.51% | 16 |
|
|
2022
Q2 | $6.86M | Buy |
1,092,365
+57,687
| +6% | +$362K | 1.63% | 15 |
|
|
2022
Q1 | $8.36M | Buy |
1,034,678
+119,548
| +13% | +$966K | 1.76% | 13 |
|
|
2021
Q4 | $7.67M | Buy |
+915,130
| New | +$7.67M | 2.14% | 11 |
|