Onyx Bridge Wealth Group’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
Q3 | $183K | Buy |
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|
2025
Q2 | $186K | Buy |
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|
2025
Q1 | $171K | Buy |
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|
2024
Q4 | $132K | Hold |
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|
2024
Q3 | $135K | Buy |
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|
2024
Q2 | $127K | Hold |
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|
2024
Q1 | $127K | Hold |
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|
2023
Q4 | $120K | Sell |
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|
2023
Q3 | $117K | Hold |
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|
2023
Q2 | $128K | Sell |
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|
2023
Q1 | $130K | Buy |
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|
2022
Q4 | $97.4K | Buy |
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|
2022
Q3 | $91K | Sell |
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|
2022
Q2 | $122K | Sell |
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|
2022
Q1 | $165K | Buy |
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|
2021
Q4 | $194K | Buy |
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|
2021
Q3 | $173K | Buy |
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|
2021
Q2 | $160K | Sell |
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|
2021
Q1 | $140K | Hold |
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|
2020
Q4 | $126K | Buy |
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