Onyx Bridge Wealth 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 | $186K | Buy |
27,276
+1,105
| +4% | +$7.53K | 0.02% | 293 |
|
|
2025
Q1 | $171K | Buy |
26,171
+7,172
| +38% | +$47K | 0.02% | 272 |
|
|
2024
Q4 | $132K | Hold |
18,999
| – | – | 0.02% | 270 |
|
|
2024
Q3 | $135K | Buy |
18,999
+250
| +1% | +$1.78K | 0.02% | 268 |
|
|
2024
Q2 | $127K | Hold |
18,749
| – | – | 0.02% | 257 |
|
|
2024
Q1 | $127K | Hold |
18,749
| – | – | 0.02% | 245 |
|
|
2023
Q4 | $120K | Sell |
18,749
-1,000
| -5% | -$6.38K | 0.02% | 239 |
|
|
2023
Q3 | $117K | Hold |
19,749
| – | – | 0.03% | 221 |
|
|
2023
Q2 | $128K | Sell |
19,749
-1,251
| -6% | -$8.09K | 0.03% | 221 |
|
|
2023
Q1 | $130K | Buy |
21,000
+4,630
| +28% | +$28.7K | 0.05% | 169 |
|
|
2022
Q4 | $97.4K | Buy |
16,370
+30
| +0.2% | +$179 | 0.04% | 173 |
|
|
2022
Q3 | $91K | Sell |
16,340
-2,071
| -11% | -$11.5K | 0.04% | 162 |
|
|
2022
Q2 | $122K | Sell |
18,411
-4,808
| -21% | -$31.9K | 0.05% | 151 |
|
|
2022
Q1 | $165K | Buy |
23,219
+80
| +0.3% | +$568 | 0.06% | 140 |
|
|
2021
Q4 | $194K | Buy |
23,139
+3,187
| +16% | +$26.7K | 0.07% | 154 |
|
|
2021
Q3 | $173K | Buy |
19,952
+2,000
| +11% | +$17.3K | 0.07% | 141 |
|
|
2021
Q2 | $160K | Sell |
17,952
-350
| -2% | -$3.12K | 0.07% | 117 |
|
|
2021
Q1 | $140K | Hold |
18,302
| – | – | 0.07% | 101 |
|
|
2020
Q4 | $126K | Buy |
+18,302
| New | +$126K | 0.08% | 65 |
|