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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $392K | Sell |
70,593
-4,915
| -7% | -$29.4K | ﹤0.01% | 3215 |
|
|
2025
Q4 | $474K | Buy |
75,508
+6,324
| +9% | +$39.4K | ﹤0.01% | 2887 |
|
|
2025
Q3 | $439K | Sell |
69,184
-11,683
| -14% | -$77.2K | ﹤0.01% | 2837 |
|
|
2025
Q2 | $551K | Sell |
80,867
-2,172
| -3% | -$14.1K | ﹤0.01% | 2381 |
|
|
2025
Q1 | $544K | Buy |
83,039
+14,363
| +21% | +$99.2K | ﹤0.01% | 2208 |
|
|
2024
Q4 | $477K | Sell |
68,676
-572
| -0.8% | -$4.11K | ﹤0.01% | 2264 |
|
|
2024
Q3 | $492K | Sell |
69,248
-2,971
| -4% | -$20.4K | ﹤0.01% | 2125 |
|
|
2024
Q2 | $491K | Buy |
72,219
+2,940
| +4% | +$20K | ﹤0.01% | 1957 |
|
|
2024
Q1 | $495K | Buy |
69,279
+2,159
| +3% | +$14.4K | ﹤0.01% | 1856 |
|
|
2023
Q4 | $428K | Buy |
67,120
+17,132
| +34% | +$104K | ﹤0.01% | 1811 |
|
|
2023
Q3 | $296K | Buy |
49,988
+8,294
| +20% | +$52.7K | ﹤0.01% | 1958 |
|
|
2023
Q2 | $270K | Buy |
41,694
+1,818
| +5% | +$11.1K | ﹤0.01% | 1992 |
|
|
2023
Q1 | $247K | Buy |
39,876
+13,899
| +54% | +$85.4K | ﹤0.01% | 1957 |
|
|
2022
Q4 | $148K | Sell |
25,977
-29,864
| -53% | -$178K | ﹤0.01% | 2084 |
|
|
2022
Q3 | $309K | Sell |
55,841
-6,717
| -11% | -$43.4K | ﹤0.01% | 1631 |
|
|
2022
Q2 | $393K | Sell |
62,558
-21,601
| -26% | -$150K | ﹤0.01% | 1449 |
|
|
2022
Q1 | $680K | Buy |
84,159
+22,892
| +37% | +$176K | ﹤0.01% | 1173 |
|
|
2021
Q4 | $513K | Buy |
61,267
+2,750
| +5% | +$23.2K | ﹤0.01% | 1285 |
|
|
2021
Q3 | $503K | Buy |
58,517
+3,858
| +7% | +$33.6K | ﹤0.01% | 1286 |
|
|
2021
Q2 | $494K | Buy |
54,659
+23,399
| +75% | +$196K | ﹤0.01% | 1290 |
|
|
2021
Q1 | $239K | Buy |
31,260
+617
| +2% | +$4.51K | ﹤0.01% | 1960 |
|
|
2020
Q4 | $211K | Buy |
30,643
+4,896
| +19% | +$31.4K | ﹤0.01% | 1867 |
|
|
2020
Q3 | $155K | Sell |
25,747
-1,227
| -5% | -$7.33K | ﹤0.01% | 1748 |
|
|
2020
Q2 | $154K | Buy |
26,974
+116
| +0.4% | +$627 | ﹤0.01% | 1587 |
|
|
2020
Q1 | $130K | Sell |
26,858
-13,601
| -34% | -$84K | ﹤0.01% | 1482 |
|
|
2019
Q4 | $274K | Sell |
40,459
-734
| -2% | -$4.8K | ﹤0.01% | 1452 |
|
|
2019
Q3 | $264K | Sell |
41,193
-4,842
| -11% | -$30.6K | ﹤0.01% | 1440 |
|
|
2019
Q2 | $296K | Sell |
46,035
-35
| -0.1% | -$218 | ﹤0.01% | 1385 |
|
|
2019
Q1 | $281K | Sell |
46,070
-8,333
| -15% | -$49.3K | ﹤0.01% | 1365 |
|
|
2018
Q4 | $293K | Sell |
54,403
-16,892
| -24% | -$100K | ﹤0.01% | 1246 |
|
|
2018
Q3 | $486K | Buy |
71,295
+12,863
| +22% | +$85.5K | ﹤0.01% | 1092 |
|
|
2018
Q2 | $374K | Buy |
58,432
+11,884
| +26% | +$75.6K | ﹤0.01% | 1243 |
|
|
2018
Q1 | $285K | Sell |
46,548
-2,888
| -6% | -$18.4K | ﹤0.01% | 1371 |
|
|
2017
Q4 | $311K | Buy |
49,436
+8,265
| +20% | +$50.7K | ﹤0.01% | 1342 |
|
|
2017
Q3 | $248K | Sell |
41,171
-9,704
| -19% | -$55.8K | ﹤0.01% | 1458 |
|
|
2017
Q2 | $288K | Sell |
50,875
-6,813
| -12% | -$37.8K | ﹤0.01% | 1311 |
|
|
2017
Q1 | $315K | Buy |
57,688
+22,718
| +65% | +$123K | ﹤0.01% | 1232 |
|
|
2016
Q4 | $180K | Sell |
34,970
-16,686
| -32% | -$84.7K | ﹤0.01% | 1460 |
|
|
2016
Q3 | $268K | Sell |
51,656
-341
| -0.7% | -$1.76K | ﹤0.01% | 1243 |
|
|
2016
Q2 | $261K | Sell |
51,997
-2,301
| -4% | -$11.5K | ﹤0.01% | 1119 |
|
|
2016
Q1 | $270K | Buy |
54,298
+2,745
| +5% | +$13K | ﹤0.01% | 1063 |
|
|
2015
Q4 | $276K | Sell |
51,553
-4,156
| -7% | -$22.1K | ﹤0.01% | 1037 |
|
|
2015
Q3 | $283K | Buy |
55,709
+1,559
| +3% | +$8.57K | ﹤0.01% | 1002 |
|
|
2015
Q2 | $311K | Buy |
54,150
+1,308
| +2% | +$7.7K | ﹤0.01% | 790 |
|
|
2015
Q1 | $309K | Buy |
52,842
+15,464
| +41% | +$90K | ﹤0.01% | 978 |
|
|
2014
Q4 | $224K | Buy |
37,378
+14,744
| +65% | +$85.9K | ﹤0.01% | 1067 |
|
|
2014
Q3 | $132K | Buy |
22,634
+372
| +2% | +$2.21K | ﹤0.01% | 1294 |
|
|
2014
Q2 | $134K | Buy |
22,262
+3,965
| +22% | +$23.2K | ﹤0.01% | 1250 |
|
|
2014
Q1 | $108K | Sell |
18,297
-5,673
| -24% | -$33.1K | ﹤0.01% | 1362 |
|
|
2013
Q4 | $143K | Buy |
23,970
+4,692
| +24% | +$26.8K | ﹤0.01% | 1009 |
|
|
2013
Q3 | $104K | Buy |
19,278
+5,969
| +45% | +$32.8K | ﹤0.01% | 1094 |
|
|
2013
Q2 | $69K | Buy |
+13,309
| New | +$69.4K | ﹤0.01% | 1202 |
|
Other funds holding USA
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PCM