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EverSource Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

EverSource Wealth Advisors’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66.6K Hold
12,000
– – ﹤0.01% 1684
2025
Q4 		$75.4K Hold
12,000
– – ﹤0.01% 1472
2025
Q3 		$76.1K Hold
12,000
– – ﹤0.01% 1417
2025
Q2 		$81.7K Buy
12,000
+2,000
+20% +$13K ﹤0.01% 1313
2025
Q1 		$65.5K Hold
10,000
– – ﹤0.01% 1104
2024
Q4 		$69.5K Buy
10,000
+1,000
+11% +$7.19K ﹤0.01% 1041
2024
Q3 		$63.9K Hold
9,000
– – ﹤0.01% 966
2024
Q2 		$61.3K Buy
+9,000
New +$61.2K ﹤0.01% 997

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