Kestra Advisory Services’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 | $1.37M | Buy |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $808K | Sell |
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|
2024
Q2 | $719K | Buy |
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|
2024
Q1 | $935K | Buy |
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|
2023
Q4 | $518K | Buy |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $121K | Sell |
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|
2021
Q4 | $188K | Buy |
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|
2021
Q3 | $154K | Buy |
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|
2021
Q2 | $156K | Buy |
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|
2021
Q1 | $122K | Buy |
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|
2020
Q4 | $84K | Sell |
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|
2020
Q3 | $74K | Buy |
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