Independent Financial Group’s Liberty All-Star Equity Fund USA Stock Holding History

Independent Financial Group’s Portfolio USA Stock Details USA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.47M	Sell
2025 Q4	$3M	Sell
2025 Q3	$3.39M	Sell
2025 Q2	$3.64M	Buy