Concorde Asset Management’s Liberty All-Star Equity Fund USA Stock Holding History

Concorde Asset Management’s Portfolio USA Stock Details USA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$144K	Buy
2025 Q1	$70.5K	Buy
2024 Q4	$72.6K	Sell
2024 Q3	$80.9K	Buy
2024 Q2	$74.1K	Buy