KFA
ASG

Kapstone Financial Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

Kapstone Financial Advisors’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$100K Buy
18,364
+341
+2% +$1.87K 0.05% 119
2025
Q1 		$88.1K Buy
18,023
+391
+2% +$1.91K 0.05% 110
2024
Q4 		$101K Buy
17,632
+353
+2% +$2.02K 0.05% 112
2024
Q3 		$96.4K Buy
17,279
+1,677
+11% +$9.36K 0.06% 106
2024
Q2 		$83.3K Buy
+15,602
New +$83.3K 0.05% 106