Cambridge Investment Research Advisors’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 | $1.93M | Sell |
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|
2025
Q2 | $2.5M | Sell |
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|
2025
Q1 | $2.9M | Sell |
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|
2024
Q4 | $3.28M | Sell |
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|
2024
Q3 | $3.64M | Sell |
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|
2024
Q2 | $4.08M | Sell |
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|
2024
Q1 | $4.54M | Buy |
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|
2023
Q4 | $3.95M | Sell |
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|
2023
Q3 | $3.96M | Buy |
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|
2023
Q2 | $4.13M | Buy |
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|
2023
Q1 | $3.83M | Buy |
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|
2022
Q4 | $3.3M | Buy |
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|
2022
Q3 | $3.14M | Buy |
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|
2022
Q2 | $3.25M | Buy |
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|
2022
Q1 | $4.1M | Buy |
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|
2021
Q4 | $3.82M | Buy |
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|
2021
Q3 | $3.46M | Buy |
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|
2021
Q2 | $3.58M | Buy |
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|
2021
Q1 | $2.84M | Buy |
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|
2020
Q4 | $2.16M | Buy |
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|
2020
Q3 | $1.53M | Sell |
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|
2020
Q2 | $1.7M | Buy |
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|
2020
Q1 | $975K | Sell |
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|
2019
Q4 | $1.73M | Buy |
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|
2019
Q3 | $1.47M | Sell |
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|
2019
Q2 | $1.56M | Sell |
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|
2019
Q1 | $1.56M | Sell |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $2.09M | Buy |
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|
2018
Q2 | $1.86M | Buy |
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|
2018
Q1 | $325K | Buy |
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|
2017
Q4 | $286K | Buy |
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|
2017
Q3 | $119K | Buy |
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|
2017
Q2 | $111K | Buy |
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|
2017
Q1 | $89K | Buy |
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|
2016
Q4 | $56K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $62K | Buy |
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|
2015
Q4 | $65K | Hold |
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|
2015
Q3 | $62K | Buy |
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|
2015
Q2 | $65K | Sell |
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|
2015
Q1 | $66K | Buy |
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|
2014
Q4 | $68K | Sell |
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|
2014
Q3 | $67K | Sell |
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|
2014
Q2 | $89K | Sell |
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|
2014
Q1 | $103K | Buy |
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|
2013
Q4 | $84K | Hold |
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|
2013
Q3 | $76K | Buy |
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|
2013
Q2 | $72K | Buy |
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