Independent Financial Group’s Liberty All-Star Growth Fund ASG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $66K | Sell |
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|
2025
Q4 | $75K | Sell |
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|
2025
Q3 | $78.7K | Sell |
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|
2025
Q2 | $98.5K | Buy |
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|
2025
Q1 | $81K | Sell |
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|
2024
Q4 | $99.8K | Buy |
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|
2024
Q3 | $99.1K | Buy |
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|
2024
Q2 | $64K | Sell |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $334K | Sell |
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|
2023
Q1 | $454K | Buy |
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|
2022
Q4 | $395K | Sell |
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|
2022
Q3 | $500K | Buy |
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|
2022
Q2 | $439K | Buy |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $511K | Buy |
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|
2021
Q3 | $425K | Buy |
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|
2021
Q2 | $419K | Buy |
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|
2021
Q1 | $323K | Sell |
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|
2020
Q4 | $405K | Sell |
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|
2020
Q3 | $352K | Buy |
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|
2020
Q2 | $185K | Sell |
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|
2020
Q1 | $291K | Buy |
|