Envestnet Asset Management’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
Q3 | $257K | Buy |
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|
2025
Q2 | $234K | Buy |
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|
2025
Q1 | $206K | Buy |
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|
2024
Q4 | $135K | Sell |
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|
2024
Q3 | $145K | Buy |
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|
2024
Q2 | $132K | Sell |
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|
2024
Q1 | $183K | Sell |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $479K | Sell |
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|
2023
Q2 | $542K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $451K | Sell |
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|
2021
Q2 | $558K | Buy |
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|
2021
Q1 | $466K | Sell |
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|
2020
Q4 | $461K | Sell |
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|
2020
Q3 | $402K | Sell |
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|
2020
Q2 | $510K | Sell |
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|
2020
Q1 | $460K | Buy |
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|
2019
Q4 | $640K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $375K | Buy |
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|
2018
Q3 | $85K | Buy |
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|
2018
Q2 | $62K | Sell |
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|
2018
Q1 | $65K | Sell |
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|
2017
Q4 | $129K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $64K | Buy |
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|
2015
Q4 | $66K | Sell |
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|
2015
Q3 | $86K | Sell |
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|
2015
Q2 | $100K | Buy |
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|
2015
Q1 | $91K | Buy |
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|
2014
Q4 | $23K | Buy |
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|
2014
Q3 | $21K | Buy |
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