Clearstead Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Clearstead Advisors’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	$7K	Hold
2025 Q1	$6.73K	Hold
2024 Q4	$7.14K	Hold
2024 Q3	$7.3K	Hold
2024 Q2	$6.99K	Buy
2021 Q1	–	Sell
2020 Q4	$35K	Buy