Kovack Advisors’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Buy |
+17,391
| New | +$118K | 0.01% | 602 |
|
|
2023
Q4 | – | Sell |
-12,256
| Closed | -$72.6K | – | 612 |
|
|
2023
Q3 | $72.6K | Buy |
12,256
+617
| +5% | +$3.65K | 0.01% | 535 |
|
|
2023
Q2 | $75.3K | Sell |
11,639
-2,843
| -20% | -$18.4K | 0.01% | 566 |
|
|
2023
Q1 | $89.8K | Buy |
+14,482
| New | +$89.8K | 0.01% | 562 |
|
|
2022
Q4 | – | Sell |
-27,589
| Closed | -$153K | – | 586 |
|
|
2022
Q3 | $153K | Buy |
27,589
+1,542
| +6% | +$8.55K | 0.02% | 529 |
|
|
2022
Q2 | $164K | Buy |
26,047
+4,927
| +23% | +$31K | 0.02% | 574 |
|
|
2022
Q1 | $170K | Buy |
+21,120
| New | +$170K | 0.02% | 662 |
|
|
2019
Q4 | – | Sell |
-11,560
| Closed | -$74K | – | 525 |
|
|
2019
Q3 | $74K | Buy |
+11,560
| New | +$74K | 0.02% | 458 |
|