Level Four Advisory 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
Q3
$150K Buy
2025
Q2
$157K Buy
2023
Q3
Sell
2023
Q2
$106K Buy
2023
Q1
$99.3K Buy
2022
Q3
Sell
2022
Q2
$91K Sell
2022
Q1
$199K Buy
2021
Q4
$201K Buy