Live Oak Private Wealth’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 | $1.01M | Hold |
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|
2025
Q2 | $1.08M | Hold |
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|
2025
Q1 | $1.04M | Hold |
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|
2024
Q4 | $1.1M | Hold |
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|
2024
Q3 | $1.13M | Hold |
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|
2024
Q2 | $1.08M | Hold |
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|
2024
Q1 | $1.13M | Hold |
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|
2023
Q4 | $1.01M | Hold |
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|
2023
Q3 | $939K | Hold |
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|
2023
Q2 | $1.03M | Hold |
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|
2023
Q1 | $983K | Hold |
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|
2022
Q4 | $904K | Hold |
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|
2022
Q3 | $877K | Hold |
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|
2022
Q2 | $996K | Hold |
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|
2022
Q1 | $1.28M | Hold |
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|
2021
Q4 | $1.33M | Hold |
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|
2021
Q3 | $1.36M | Hold |
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|
2021
Q2 | $1.43M | Hold |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.1M | Hold |
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|
2020
Q3 | $956K | Buy |
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|
2020
Q2 | $907K | Buy |
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