Oliver Lagore Vanvalin Investment 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 | $157K | Buy |
+23,957
| New | +$157K | 0.06% | 149 |
|
|
2024
Q4 | $165K | Hold |
23,706
| – | – | 0.04% | 130 |
|
|
2024
Q3 | $168K | Buy |
23,706
+128
| +0.5% | +$909 | 0.05% | 133 |
|
|
2024
Q2 | $160K | Buy |
23,578
+724
| +3% | +$4.92K | 0.05% | 131 |
|
|
2024
Q1 | $163K | Buy |
22,854
+228
| +1% | +$1.63K | 0.05% | 136 |
|
|
2023
Q4 | $144K | Hold |
22,626
| – | – | 0.05% | 126 |
|
|
2023
Q3 | $134K | Buy |
22,626
+3,545
| +19% | +$21K | 0.05% | 140 |
|
|
2023
Q2 | $123K | Buy |
19,081
+2,517
| +15% | +$16.3K | 0.05% | 155 |
|
|
2023
Q1 | $103K | Buy |
16,564
+9,132
| +123% | +$56.6K | 0.04% | 120 |
|
|
2022
Q4 | $42.4K | Buy |
+7,432
| New | +$42.4K | 0.02% | 191 |
|