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GoalVest Advisory’s Liberty All-Star Equity Fund USA Stock Holding History

GoalVest Advisory’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
2025
Q4 		– Sell
-3,075
Closed -$19.5K – 554
2025
Q3 		$19.5K Hold
3,075
– – ﹤0.01% 296
2025
Q2 		$20.9K Sell
3,075
-525
-15% -$3.42K 0.01% 271
2025
Q1 		$23.6K Hold
3,600
– – 0.01% 228
2024
Q4 		$25K Hold
3,600
– – 0.01% 231
2024
Q3 		$25.6K Hold
3,600
– – 0.01% 247
2024
Q2 		$24.5K Hold
3,600
– – 0.01% 220
2024
Q1 		$25.7K Hold
3,600
– – 0.01% 245
2023
Q4 		$23K Hold
3,600
– – 0.01% 197
2023
Q3 		$21.3K Hold
3,600
– – 0.01% 211
2023
Q2 		$23.3K Buy
+3,600
New +$22K 0.01% 187

Other funds holding USA

RCM
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Raymond James Financial
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return