Merit Financial Group’s Liberty All-Star Equity Fund USA Stock Holding History

Merit Financial 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	$63.5K	Sell
2025 Q2	$73K	Buy
2024 Q4	–	Sell
2024 Q3	$83.3K	Buy
2024 Q2	$74K	Hold
2024 Q1	$73.8K	Hold
2023 Q4	$69.4K	Hold
2023 Q3	$64.4K	Buy