Clear Creek Financial Management’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 | $714K | Hold |
104,857
| – | – | 0.07% | 288 |
|
|
2025
Q1 | $687K | Hold |
104,857
| – | – | 0.07% | 258 |
|
|
2024
Q4 | $729K | Sell |
104,857
-1,950
| -2% | -$13.6K | 0.08% | 233 |
|
|
2024
Q3 | $758K | Sell |
106,807
-13,405
| -11% | -$95.2K | 0.09% | 205 |
|
|
2024
Q2 | $817K | Sell |
120,212
-3,275
| -3% | -$22.3K | 0.1% | 184 |
|
|
2024
Q1 | $883K | Hold |
123,487
| – | – | 0.11% | 167 |
|
|
2023
Q4 | $788K | Sell |
123,487
-2,050
| -2% | -$13.1K | 0.13% | 143 |
|
|
2023
Q3 | $743K | Hold |
125,537
| – | – | 0.13% | 130 |
|
|
2023
Q2 | $812K | Sell |
125,537
-3,484
| -3% | -$22.5K | 0.14% | 118 |
|
|
2023
Q1 | $800K | Buy |
+129,021
| New | +$800K | 0.15% | 119 |
|