Key Financial Inc’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 | – | Sell |
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|
2025
Q1 | $9.71K | Buy |
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|
2024
Q4 | $9.81K | Hold |
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|
2024
Q3 | $10K | Buy |
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|
2024
Q2 | $9.36K | Buy |
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|
2024
Q1 | $9.59K | Buy |
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|
2023
Q4 | $8.15K | Sell |
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|
2023
Q3 | $14.5K | Buy |
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|
2023
Q2 | $15.4K | Buy |
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|
2023
Q1 | $14.4K | Buy |
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|
2022
Q4 | $12.2K | Hold |
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|
2022
Q3 | $12K | Buy |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $8K | Buy |
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