Concurrent Investment Advisors’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
Q2 | $575K | Hold |
84,404
| – | – | 0.01% | 793 |
|
|
2025
Q1 | $553K | Buy |
84,404
+16,125
| +24% | +$106K | 0.01% | 717 |
|
|
2024
Q4 | $475K | Sell |
68,279
-8,254
| -11% | -$57.4K | 0.01% | 674 |
|
|
2024
Q3 | $543K | Buy |
76,533
+11,254
| +17% | +$79.9K | 0.02% | 592 |
|
|
2024
Q2 | $444K | Buy |
65,279
+17,100
| +35% | +$116K | 0.01% | 621 |
|
|
2024
Q1 | $344K | Buy |
48,179
+17,000
| +55% | +$122K | 0.01% | 636 |
|
|
2023
Q4 | $199K | Buy |
+31,179
| New | +$199K | 0.01% | 769 |
|