Centaurus Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $988K | Sell |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $2.2M | Sell |
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|
2022
Q4 | $2.1M | Sell |
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|
2022
Q3 | $2.08M | Sell |
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|
2022
Q2 | $2.78M | Buy |
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|
2022
Q1 | $2.93M | Buy |
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|
2021
Q4 | $2.25M | Buy |
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|
2021
Q3 | $2.08M | Buy |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $697K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $26K | Buy |
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