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Clear Creek Financial Management’s Liberty All-Star Equity Fund USA Stock Holding History

Clear Creek Financial Management’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
2026
Q1 		$554K Hold
99,807
– – 0.04% 371
2025
Q4 		$627K Sell
99,807
-5,050
-5% -$31.4K 0.05% 322
2025
Q3 		$665K Hold
104,857
– – 0.06% 310
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% -$14K 0.08% 233
2024
Q3 		$758K Sell
106,807
-13,405
-11% -$91.9K 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% -$12.5K 0.13% 143
2023
Q3 		$743K Hold
125,537
– – 0.13% 130
2023
Q2 		$812K Sell
125,537
-3,484
-3% -$21.3K 0.14% 118
2023
Q1 		$800K Buy
+129,021
New +$792K 0.15% 119

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