Farther Finance Advisors’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
$116K Buy
20,567
+466
+2% +$2.79K ﹤0.01% 2407
2025
Q4
$126K Sell
20,101
-1,854
-8% -$11.5K ﹤0.01% 2204
2025
Q3
$139K Buy
21,955
+7,686
+54% +$50.8K ﹤0.01% 1836
2025
Q2
$97.2K Buy
14,269
+1,812
+15% +$11.8K ﹤0.01% 1778
2025
Q1
$82.2K Buy
12,457
+11,290
+967% +$78K ﹤0.01% 1640
2024
Q4
$8.11K Hold
1,167
﹤0.01% 2461
2024
Q3
$8.29K Hold
1,167
﹤0.01% 2436
2024
Q2
$7.94K Buy
+1,167
New +$7.94K ﹤0.01% 2166
2024
Q1
Hold
0
-$1 3756
2023
Q4
Hold
0
3550
2023
Q3
Hold
0
2613
2023
Q2
Hold
0
2494
2023
Q1
Hold
0
2348
2022
Q4
Hold
0
2196

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