IFP 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 | $17.5K | Buy |
2,576
+57
| +2% | +$388 | ﹤0.01% | 2618 |
|
|
2025
Q1 | $16.5K | Buy |
2,519
+120
| +5% | +$786 | ﹤0.01% | 2373 |
|
|
2024
Q4 | $16.7K | Hold |
2,399
| – | – | ﹤0.01% | 2325 |
|
|
2024
Q3 | $17K | Sell |
2,399
-5,238
| -69% | -$37.2K | ﹤0.01% | 2204 |
|
|
2024
Q2 | $51.9K | Sell |
7,637
-15,353
| -67% | -$104K | ﹤0.01% | 1662 |
|
|
2024
Q1 | $164K | Buy |
22,990
+648
| +3% | +$4.63K | 0.01% | 1093 |
|
|
2023
Q4 | $143K | Buy |
22,342
+19,509
| +689% | +$124K | 0.01% | 1116 |
|
|
2023
Q3 | $16.8K | Buy |
2,833
+190
| +7% | +$1.13K | ﹤0.01% | 2025 |
|
|
2023
Q2 | $17.1K | Sell |
2,643
-669
| -20% | -$4.33K | ﹤0.01% | 2088 |
|
|
2023
Q1 | $21.3K | Buy |
3,312
+1,440
| +77% | +$9.25K | ﹤0.01% | 1994 |
|
|
2022
Q4 | $13K | Sell |
1,872
-977
| -34% | -$6.79K | ﹤0.01% | 3233 |
|
|
2022
Q3 | $19K | Buy |
2,849
+1,823
| +178% | +$12.2K | ﹤0.01% | 3148 |
|
|
2022
Q2 | $7K | Hold |
1,026
| – | – | ﹤0.01% | 3632 |
|
|
2022
Q1 | $7K | Buy |
+1,026
| New | +$7K | ﹤0.01% | 3632 |
|
|
2019
Q1 | $0 | Sell |
86
-4,440
| -98% | – | ﹤0.01% | 3372 |
|
|
2018
Q4 | $24K | Sell |
4,526
-9,790
| -68% | -$51.9K | ﹤0.01% | 2000 |
|
|
2018
Q3 | $97K | Buy |
14,316
+6,129
| +75% | +$41.5K | ﹤0.01% | 1480 |
|
|
2018
Q2 | $52K | Buy |
8,187
+2,438
| +42% | +$15.5K | ﹤0.01% | 1869 |
|
|
2018
Q1 | $36K | Hold |
5,749
| – | – | ﹤0.01% | 2008 |
|
|
2017
Q4 | $36K | Sell |
5,749
-3,811
| -40% | -$23.9K | ﹤0.01% | 2003 |
|
|
2017
Q3 | $58K | Sell |
9,560
-14,281
| -60% | -$86.6K | ﹤0.01% | 1889 |
|
|
2017
Q2 | $135K | Buy |
23,841
+15,519
| +186% | +$87.9K | 0.01% | 1355 |
|
|
2017
Q1 | $45K | Sell |
8,322
-652
| -7% | -$3.53K | ﹤0.01% | 1981 |
|
|
2016
Q4 | $46K | Buy |
8,974
+2,443
| +37% | +$12.5K | ﹤0.01% | 1927 |
|
|
2016
Q3 | $34K | Sell |
6,531
-4,899
| -43% | -$25.5K | ﹤0.01% | 2047 |
|
|
2016
Q2 | $57K | Buy |
11,430
+11,344
| +13,191% | +$56.6K | ﹤0.01% | 1688 |
|
|
2016
Q1 | $0 | Sell |
86
-20,504
| -100% | – | ﹤0.01% | 3412 |
|
|
2015
Q4 | $110K | Buy |
+20,590
| New | +$110K | 0.01% | 1121 |
|