Creative Planning’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 | $551K | Sell |
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|
2025
Q1 | $544K | Buy |
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|
2024
Q4 | $477K | Sell |
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|
2024
Q3 | $492K | Sell |
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|
2024
Q2 | $491K | Buy |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $428K | Buy |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $148K | Sell |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $393K | Sell |
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | $513K | Buy |
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|
2021
Q3 | $503K | Buy |
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|
2021
Q2 | $494K | Buy |
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|
2021
Q1 | $239K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q3 | $155K | Sell |
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|
2020
Q2 | $154K | Buy |
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|
2020
Q1 | $130K | Sell |
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|
2019
Q4 | $274K | Sell |
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|
2019
Q3 | $264K | Sell |
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|
2019
Q2 | $296K | Sell |
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|
2019
Q1 | $281K | Sell |
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|
2018
Q4 | $293K | Sell |
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|
2018
Q3 | $486K | Buy |
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|
2018
Q2 | $374K | Buy |
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|
2018
Q1 | $285K | Sell |
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|
2017
Q4 | $311K | Buy |
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|
2017
Q3 | $248K | Sell |
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|
2017
Q2 | $288K | Sell |
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|
2017
Q1 | $315K | Buy |
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|
2016
Q4 | $180K | Sell |
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|
2016
Q3 | $268K | Sell |
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|
2016
Q2 | $261K | Sell |
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|
2016
Q1 | $270K | Buy |
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|
2015
Q4 | $276K | Sell |
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|
2015
Q3 | $283K | Buy |
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|
2015
Q2 | $311K | Buy |
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|
2015
Q1 | $309K | Buy |
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|
2014
Q4 | $224K | Buy |
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|
2014
Q3 | $132K | Buy |
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|
2014
Q2 | $134K | Buy |
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|
2014
Q1 | $108K | Sell |
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|
2013
Q4 | $143K | Buy |
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|
2013
Q3 | $104K | Buy |
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|
2013
Q2 | $69K | Buy |
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