Carolinas Wealth Consulting’s Liberty All-Star Equity Fund USA Stock Holding History

Carolinas Wealth Consulting’s Portfolio USA Stock Details USA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,149	Closed	-$86.1K	–	888
2025 Q1	$86.1K	Sell	13,149 -1	-0%	-$7	0.02%	268
2024 Q4	$93.8K	Hold	13,150	–	–	0.02%	261
2024 Q3	$93.4K	Hold	13,150	–	–	0.02%	275
2024 Q2	$89.4K	Buy	13,150 +1	+0%	+$7	0.02%	276
2024 Q1	$94K	Hold	13,149	–	–	0.02%	266
2023 Q4	$85.9K	Hold	13,149	–	–	0.02%	259
2023 Q3	$76.7K	Hold	13,149	–	–	0.02%	249
2023 Q2	$85.1K	Buy	13,149 +4,563	+53%	+$27.9K	0.02%	284
2023 Q1	$53.2K	Buy	8,586 +2,991	+53%	+$18.4K	0.01%	346
2022 Q4	$32.2K	Buy	+5,595	New	+$33.4K	0.01%	414

Other funds holding USA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Carolinas Wealth Consulting's USA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Liberty All-Star Equity Fund (USA) in Q2 2025, closing a stake of 13,149 shares — an estimated $86.1K sold.

Carolinas Wealth Consulting first reported a position in USA in Q4 2022 and held it in 10 quarters. The position peaked at $94K in Q1 2024. 190 funds tracked by Wall St. Rank hold USA as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Liberty All-Star Equity Fund position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 13,149 Liberty All-Star Equity Fund shares in Q2 2025, an estimated $86.1K.
Carolinas Wealth Consulting first reported a position in Liberty All-Star Equity Fund in Q4 2022 and held it in 10 quarters.
Carolinas Wealth Consulting's Liberty All-Star Equity Fund position peaked at $94K in Q1 2024.
190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.