HighTower 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 | $2.59M | Buy |
381,011
+24,805
| +7% | +$169K | ﹤0.01% | 1424 |
|
|
2025
Q1 | $2.33M | Buy |
356,206
+24,573
| +7% | +$161K | ﹤0.01% | 1448 |
|
|
2024
Q4 | $2.3M | Sell |
331,633
-7,701
| -2% | -$53.5K | ﹤0.01% | 1430 |
|
|
2024
Q3 | $2.41M | Sell |
339,334
-14,386
| -4% | -$102K | ﹤0.01% | 1404 |
|
|
2024
Q2 | $2.41M | Buy |
353,720
+6,106
| +2% | +$41.6K | ﹤0.01% | 1348 |
|
|
2024
Q1 | $2.49M | Buy |
347,614
+6,161
| +2% | +$44.1K | ﹤0.01% | 1322 |
|
|
2023
Q4 | $2.18M | Buy |
341,453
+2,306
| +0.7% | +$14.7K | ﹤0.01% | 1386 |
|
|
2023
Q3 | $2.01M | Sell |
339,147
-3,602
| -1% | -$21.3K | ﹤0.01% | 1376 |
|
|
2023
Q2 | $2.22M | Buy |
342,749
+285,964
| +504% | +$1.85M | ﹤0.01% | 1293 |
|
|
2023
Q1 | $353K | Buy |
56,785
+577
| +1% | +$3.59K | ﹤0.01% | 2326 |
|
|
2022
Q4 | $321K | Buy |
56,208
+39,863
| +244% | +$228K | ﹤0.01% | 2397 |
|
|
2022
Q3 | $91K | Buy |
16,345
+85
| +0.5% | +$473 | ﹤0.01% | 2751 |
|
|
2022
Q2 | $102K | Buy |
16,260
+1,681
| +12% | +$10.5K | ﹤0.01% | 2753 |
|
|
2022
Q1 | $119K | Buy |
+14,579
| New | +$119K | ﹤0.01% | 2925 |
|
|
2020
Q1 | – | Sell |
-10,273
| Closed | -$69K | – | 2303 |
|
|
2019
Q4 | $69K | Hold |
10,273
| – | – | ﹤0.01% | 2076 |
|
|
2019
Q3 | $66K | Buy |
10,273
+62
| +0.6% | +$398 | ﹤0.01% | 2183 |
|
|
2019
Q2 | $65K | Sell |
10,211
-5,131
| -33% | -$32.7K | ﹤0.01% | 2171 |
|
|
2019
Q1 | $93K | Buy |
15,342
+109
| +0.7% | +$661 | ﹤0.01% | 2061 |
|
|
2018
Q4 | $82K | Buy |
15,233
+2,000
| +15% | +$10.8K | ﹤0.01% | 1965 |
|
|
2018
Q3 | $90K | Buy |
+13,233
| New | +$90K | ﹤0.01% | 2055 |
|