Hoey Investments’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 | $16.9K | Hold |
3,053
| – | – | ﹤0.01% | 219 |
|
|
2025
Q4 | $19.2K | Hold |
3,053
| – | – | ﹤0.01% | 209 |
|
|
2025
Q3 | $19.4K | Hold |
3,053
| – | – | ﹤0.01% | 218 |
|
|
2025
Q2 | $20.8K | Hold |
3,053
| – | – | ﹤0.01% | 203 |
|
|
2025
Q1 | $20K | Hold |
3,053
| – | – | ﹤0.01% | 177 |
|
|
2024
Q4 | $21.2K | Hold |
3,053
| – | – | ﹤0.01% | 174 |
|
|
2024
Q3 | $20.8K | Hold |
3,053
| – | – | ﹤0.01% | 168 |
|
|
2024
Q2 | $20.8K | Hold |
3,053
| – | – | ﹤0.01% | 168 |
|
|
2024
Q1 | $21.8K | Hold |
3,053
| – | – | ﹤0.01% | 167 |
|
|
2023
Q4 | $19.5K | Hold |
3,053
| – | – | 0.01% | 173 |
|
|
2023
Q3 | $18.1K | Hold |
3,053
| – | – | 0.01% | 175 |
|
|
2023
Q2 | $19.8K | Hold |
3,053
| – | – | 0.01% | 176 |
|
|
2023
Q1 | $18.9K | Hold |
3,053
| – | – | 0.01% | 182 |
|
|
2022
Q4 | $17.4K | Hold |
3,053
| – | – | 0.01% | 183 |
|
|
2022
Q3 | $17K | Hold |
3,053
| – | – | 0.01% | 198 |
|
|
2022
Q2 | $19K | Hold |
3,053
| – | – | 0.01% | 158 |
|
|
2022
Q1 | $25K | Hold |
3,053
| – | – | 0.01% | 132 |
|
|
2021
Q4 | $26K | Buy |
3,053
+278
| +10% | +$2.35K | 0.01% | 133 |
|
|
2021
Q3 | $24K | Hold |
2,775
| – | – | 0.01% | 132 |
|
|
2021
Q2 | $25K | Hold |
2,775
| – | – | 0.01% | 134 |
|
|
2021
Q1 | $21K | Hold |
2,775
| – | – | 0.01% | 143 |
|
|
2020
Q4 | $19K | Hold |
2,775
| – | – | 0.01% | 119 |
|
|
2020
Q3 | $17K | Hold |
2,775
| – | – | 0.01% | 94 |
|
|
2020
Q2 | $16K | Hold |
2,775
| – | – | 0.01% | 102 |
|
|
2020
Q1 | $13K | Hold |
2,775
| – | – | 0.01% | 96 |
|
|
2019
Q4 | $19K | Buy |
+2,775
| New | +$18.1K | 0.01% | 124 |
|
Other funds holding USA
RCM
KIM
AIA
PCM