Graves Light Lenhart Wealth’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 Q2	$87.2K	Hold	15,000	–	–	0.01%	202
2026 Q1	$83.3K	Hold	15,000	–	–	0.01%	196
2025 Q4	$94.2K	Hold	15,000	–	–	0.01%	190
2025 Q3	$95.1K	Hold	15,000	–	–	0.01%	192
2025 Q2	$102K	Hold	15,000	–	–	0.01%	191
2025 Q1	$98.3K	Hold	15,000	–	–	0.01%	185
2024 Q4	$104K	Hold	15,000	–	–	0.01%	182
2024 Q3	$107K	Hold	15,000	–	–	0.01%	187
2024 Q2	$102K	Hold	15,000	–	–	0.01%	179
2024 Q1	$107K	Hold	15,000	–	–	0.01%	182
2023 Q4	$95.7K	Hold	15,000	–	–	0.01%	178
2023 Q3	$88.2K	Hold	15,000	–	–	0.01%	171
2023 Q2	$97K	Hold	15,000	–	–	0.01%	181
2023 Q1	$93K	Hold	15,000	–	–	0.01%	169
2022 Q4	$85.5K	Hold	15,000	–	–	0.01%	164
2022 Q3	$83K	Hold	15,000	–	–	0.01%	164
2022 Q2	$94K	Hold	15,000	–	–	0.01%	242
2022 Q1	$121K	Hold	15,000	–	–	0.02%	237
2021 Q4	$126K	Hold	15,000	–	–	0.02%	257
2021 Q3	$129K	Hold	15,000	–	–	0.02%	234
2021 Q2	$136K	Hold	15,000	–	–	0.02%	229
2021 Q1	$114K	Hold	15,000	–	–	0.02%	252
2020 Q4	$104K	Hold	15,000	–	–	0.02%	258
2020 Q3	$90K	Hold	15,000	–	–	0.02%	162
2020 Q2	$86K	Buy	15,000 +5,000	+50%	+$27K	0.02%	160
2020 Q1	$48K	Hold	10,000	–	–	0.01%	153
2019 Q4	$68K	Hold	10,000	–	–	0.01%	179
2019 Q3	$65K	Buy	+10,000	New	+$63.2K	0.01%	176

Other funds holding USA