Clear Creek Financial Management’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
Q2
$714K Hold
2025
Q1
$687K Hold
2024
Q4
$729K Sell
2024
Q3
$758K Sell
2024
Q2
$817K Sell
2024
Q1
$883K Hold
2023
Q4
$788K Sell
2023
Q3
$743K Hold
2023
Q2
$812K Sell
2023
Q1
$800K Buy