IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Buy |
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|
2025
Q1 | $16.5K | Buy |
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|
2024
Q4 | $16.7K | Hold |
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|
2024
Q3 | $17K | Sell |
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|
2024
Q2 | $51.9K | Sell |
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|
2024
Q1 | $164K | Buy |
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|
2023
Q4 | $143K | Buy |
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|
2023
Q3 | $16.8K | Buy |
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|
2023
Q2 | $17.1K | Sell |
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|
2023
Q1 | $21.3K | Buy |
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|
2022
Q4 | $13K | Sell |
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|
2022
Q3 | $19K | Buy |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $7K | Buy |
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|
2019
Q1 | $0 | Sell |
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|
2018
Q4 | $24K | Sell |
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|
2018
Q3 | $97K | Buy |
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|
2018
Q2 | $52K | Buy |
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|
2018
Q1 | $36K | Hold |
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|
2017
Q4 | $36K | Sell |
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|
2017
Q3 | $58K | Sell |
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|
2017
Q2 | $135K | Buy |
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|
2017
Q1 | $45K | Sell |
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|
2016
Q4 | $46K | Buy |
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|
2016
Q3 | $34K | Sell |
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|
2016
Q2 | $57K | Buy |
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|
2016
Q1 | $0 | Sell |
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|
2015
Q4 | $110K | Buy |
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