Eclectic Associates’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 | $159K | Buy |
23,363
+510
| +2% | +$3.47K | 0.03% | 123 |
|
|
2025
Q1 | $150K | Buy |
22,853
+1,093
| +5% | +$7.16K | 0.04% | 118 |
|
|
2024
Q4 | $151K | Buy |
21,760
+2,805
| +15% | +$19.5K | 0.04% | 117 |
|
|
2024
Q3 | $135K | Buy |
18,955
+2,962
| +19% | +$21K | 0.05% | 101 |
|
|
2024
Q2 | $109K | Hold |
15,993
| – | – | 0.05% | 90 |
|
|
2024
Q1 | $114K | Hold |
15,993
| – | – | 0.05% | 89 |
|
|
2023
Q4 | $102K | Hold |
15,993
| – | – | 0.05% | 85 |
|
|
2023
Q3 | $94.7K | Hold |
15,993
| – | – | 0.05% | 81 |
|
|
2023
Q2 | $103K | Hold |
15,993
| – | – | 0.05% | 84 |
|
|
2023
Q1 | $99.2K | Buy |
+15,993
| New | +$99.2K | 0.05% | 81 |
|