Concorde Asset 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 Q1	$70.5K	Buy	11,050 +600	+6%	+$3.83K	0.04%	173
2024 Q4	$72.6K	Sell	10,450 -950	-8%	-$6.6K	0.04%	181
2024 Q3	$80.9K	Buy	11,400 +500	+5%	+$3.55K	0.05%	174
2024 Q2	$74.1K	Buy	+10,900	New	+$74.1K	0.05%	161