Hoey Investments’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 | $20.8K | Hold |
3,053
| – | – | ﹤0.01% | 195 |
|
|
2025
Q1 | $20K | Hold |
3,053
| – | – | ﹤0.01% | 172 |
|
|
2024
Q4 | $21.2K | Hold |
3,053
| – | – | ﹤0.01% | 170 |
|
|
2024
Q3 | $20.8K | Hold |
3,053
| – | – | ﹤0.01% | 161 |
|
|
2024
Q2 | $20.8K | Hold |
3,053
| – | – | ﹤0.01% | 161 |
|
|
2024
Q1 | $21.8K | Hold |
3,053
| – | – | ﹤0.01% | 160 |
|
|
2023
Q4 | $19.5K | Hold |
3,053
| – | – | 0.01% | 168 |
|
|
2023
Q3 | $18.1K | Hold |
3,053
| – | – | 0.01% | 169 |
|
|
2023
Q2 | $19.8K | Hold |
3,053
| – | – | 0.01% | 170 |
|
|
2023
Q1 | $18.9K | Hold |
3,053
| – | – | 0.01% | 175 |
|
|
2022
Q4 | $17.4K | Hold |
3,053
| – | – | 0.01% | 176 |
|
|
2022
Q3 | $17K | Hold |
3,053
| – | – | 0.01% | 181 |
|
|
2022
Q2 | $19K | Hold |
3,053
| – | – | 0.01% | 147 |
|
|
2022
Q1 | $25K | Hold |
3,053
| – | – | 0.01% | 122 |
|
|
2021
Q4 | $26K | Buy |
3,053
+278
| +10% | +$2.37K | 0.01% | 124 |
|
|
2021
Q3 | $24K | Hold |
2,775
| – | – | 0.01% | 127 |
|
|
2021
Q2 | $25K | Hold |
2,775
| – | – | 0.01% | 129 |
|
|
2021
Q1 | $21K | Hold |
2,775
| – | – | 0.01% | 137 |
|
|
2020
Q4 | $19K | Hold |
2,775
| – | – | 0.01% | 116 |
|
|
2020
Q3 | $17K | Hold |
2,775
| – | – | 0.01% | 91 |
|
|
2020
Q2 | $16K | Hold |
2,775
| – | – | 0.01% | 98 |
|
|
2020
Q1 | $13K | Hold |
2,775
| – | – | 0.01% | 93 |
|
|
2019
Q4 | $19K | Buy |
+2,775
| New | +$19K | 0.01% | 121 |
|