Kestra Private Wealth 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 | $1.02M | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $954K | Buy |
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|
2023
Q2 | $983K | Buy |
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|
2023
Q1 | $915K | Buy |
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|
2022
Q4 | $806K | Buy |
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|
2022
Q3 | $758K | Buy |
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|
2022
Q2 | $810K | Buy |
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|
2022
Q1 | $925K | Sell |
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|
2021
Q4 | $991K | Buy |
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|
2021
Q3 | $613K | Buy |
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|
2021
Q2 | $637K | Buy |
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|
2021
Q1 | $532K | Sell |
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|
2020
Q4 | $505K | Sell |
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|
2020
Q3 | $442K | Buy |
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