Farther Finance Advisors’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 | $97.2K | Buy |
14,269
+1,812
| +15% | +$12.3K | ﹤0.01% | 1773 |
|
|
2025
Q1 | $82.2K | Buy |
12,457
+11,290
| +967% | +$74.5K | ﹤0.01% | 1639 |
|
|
2024
Q4 | $8.11K | Hold |
1,167
| – | – | ﹤0.01% | 2460 |
|
|
2024
Q3 | $8.29K | Hold |
1,167
| – | – | ﹤0.01% | 2432 |
|
|
2024
Q2 | $7.94K | Buy |
+1,167
| New | +$7.94K | ﹤0.01% | 2166 |
|
|
2024
Q1 | – | Hold |
0
| – | -$1 | – | 3744 |
|
|
2023
Q4 | – | Hold |
0
| – | -$1 | – | 3538 |
|
|
2023
Q3 | – | Hold |
0
| – | -$1 | – | 2609 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1 | – | 2491 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2345 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2196 |
|