Kestra Private Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $298K | Sell |
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|
2025
Q2 | $301K | Buy |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $313K | Hold |
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|
2024
Q3 | $311K | Buy |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $259K | Buy |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $218K | Buy |
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|
2022
Q1 | $254K | Buy |
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|
2021
Q4 | $198K | Buy |
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|
2021
Q3 | $138K | Buy |
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