MRA Advisory Group’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.5K | Buy |
14,025
+304
| +2% | +$2.07K | 0.04% | 133 |
|
|
2025
Q1 | $89.9K | Buy |
13,721
+653
| +5% | +$4.28K | 0.05% | 128 |
|
|
2024
Q4 | $90.8K | Hold |
13,068
| – | – | 0.05% | 121 |
|
|
2024
Q3 | $92.8K | Buy |
13,068
+333
| +3% | +$2.36K | 0.05% | 117 |
|
|
2024
Q2 | $86.6K | Buy |
12,735
+328
| +3% | +$2.23K | 0.05% | 109 |
|
|
2024
Q1 | $88.7K | Buy |
12,407
+593
| +5% | +$4.24K | 0.05% | 102 |
|
|
2023
Q4 | $75.4K | Sell |
11,814
-5
| -0% | -$32 | 0.05% | 104 |
|
|
2023
Q3 | $70K | Buy |
11,819
+295
| +3% | +$1.75K | 0.05% | 114 |
|
|
2023
Q2 | $74.6K | Buy |
11,524
+279
| +2% | +$1.81K | 0.05% | 131 |
|
|
2023
Q1 | $69.7K | Buy |
11,245
+264
| +2% | +$1.64K | 0.05% | 131 |
|
|
2022
Q4 | $62.6K | Buy |
10,981
+274
| +3% | +$1.56K | 0.05% | 103 |
|
|
2022
Q3 | $61K | Buy |
10,707
+256
| +2% | +$1.46K | 0.05% | 99 |
|
|
2022
Q2 | $66K | Buy |
10,451
+289
| +3% | +$1.83K | 0.06% | 102 |
|
|
2022
Q1 | $82K | Buy |
+10,162
| New | +$82K | 0.06% | 110 |
|