LIG
USA icon

Lokken Investment Group’s Liberty All-Star Equity Fund USA Stock Holding History

Lokken Investment Group’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,882
Closed -$115K – 152
2025
Q2 		$115K Sell
16,882
-1,999
-11% -$13K 0.04% 137
2025
Q1 		$124K Buy
18,881
+2
+0% +$14 0.05% 130
2024
Q4 		$131K Hold
18,879
– – 0.06% 137
2024
Q3 		$134K Buy
18,879
+1
+0% +$7 0.06% 152
2024
Q2 		$128K Buy
18,878
+1
+0% +$7 0.06% 145
2024
Q1 		$135K Buy
18,877
+2
+0% +$13 0.07% 137
2023
Q4 		$120K Hold
18,875
– – 0.07% 133
2023
Q3 		$112K Buy
18,875
+1
+0% +$6 0.07% 130
2023
Q2 		$122K Buy
18,874
+1
+0% +$6 0.08% 126
2023
Q1 		$117K Buy
18,873
+2
+0% +$12 0.09% 123
2022
Q4 		$108K Hold
18,871
– – 0.08% 116
2022
Q3 		$104K Buy
18,871
+1
+0% +$6 0.09% 110
2022
Q2 		$119K Buy
18,870
+1
+0% +$7 0.1% 113
2022
Q1 		$133K Buy
18,869
+2
+0% +$15 0.11% 123
2021
Q4 		$158K Hold
18,867
– – 0.11% 132
2021
Q3 		$162K Sell
18,867
-11
-0.1% -$96 0.13% 117
2021
Q2 		$171K Sell
18,878
-23
-0.1% -$193 0.14% 114
2021
Q1 		$144K Buy
18,901
+3
+0% +$22 0.13% 108
2020
Q4 		$130K Buy
+18,898
New +$121K 0.12% 103

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Lokken Investment Group's USA Position: Q3 2025 in Review

Lokken Investment Group sold out of Liberty All-Star Equity Fund (USA) in Q3 2025, closing a stake of 16,882 shares — an estimated $115K sold.

Lokken Investment Group first reported a position in USA in Q4 2020 and held it in 19 quarters. The position peaked at $171K in Q2 2021. 209 funds tracked by Wall St. Rank hold USA as of Q3 2025.

  • Lokken Investment Group reported no remaining Liberty All-Star Equity Fund position as of Q3 2025 after selling out during the quarter.
  • Lokken Investment Group sold 16,882 Liberty All-Star Equity Fund shares in Q3 2025, an estimated $115K.
  • Lokken Investment Group first reported a position in Liberty All-Star Equity Fund in Q4 2020 and held it in 19 quarters.
  • Lokken Investment Group's Liberty All-Star Equity Fund position peaked at $171K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.