Larson Financial Group’s Liberty All-Star Growth Fund ASG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,031
| Closed | -$11.4K | – | 2759 |
|
|
2024
Q3 | $11.4K | Hold |
2,031
| – | – | ﹤0.01% | 1421 |
|
|
2024
Q2 | $10.8K | Hold |
2,031
| – | – | ﹤0.01% | 1239 |
|
|
2024
Q1 | $11.1K | Buy |
2,031
+531
| +35% | +$2.92K | ﹤0.01% | 1011 |
|
|
2023
Q4 | $7.92K | Hold |
1,500
| – | – | ﹤0.01% | 1071 |
|
|
2023
Q3 | $7.41K | Hold |
1,500
| – | – | ﹤0.01% | 1082 |
|
|
2023
Q2 | $8.12K | Buy |
+1,500
| New | +$8.12K | ﹤0.01% | 993 |
|