NewEdge Advisors’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
Q2 | $961K | Sell |
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|
2025
Q1 | $942K | Buy |
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|
2024
Q4 | $944K | Sell |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $888K | Buy |
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|
2023
Q3 | $649K | Buy |
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|
2023
Q2 | $695K | Buy |
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|
2023
Q1 | $654K | Sell |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $722K | Buy |
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|
2022
Q2 | $787K | Buy |
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|
2022
Q1 | $917K | Buy |
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|
2021
Q4 | $736K | Sell |
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|
2021
Q3 | $774K | Buy |
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|
2021
Q2 | $810K | Buy |
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|
2021
Q1 | $671K | Buy |
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|
2020
Q4 | $593K | Sell |
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|
2020
Q3 | $629K | Sell |
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|
2020
Q2 | $619K | Buy |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $590K | Buy |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $322K | Buy |
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|
2019
Q1 | $295K | Buy |
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|
2018
Q4 | $246 | Sell |
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|
2018
Q3 | $636K | Buy |
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