PFG Investments’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 | $437K | Sell |
64,239
-10,228
| -14% | -$69.7K | 0.03% | 576 |
|
|
2025
Q1 | $488K | Buy |
74,467
+4,000
| +6% | +$26.2K | 0.03% | 506 |
|
|
2024
Q4 | $490K | Hold |
70,467
| – | – | 0.03% | 505 |
|
|
2024
Q3 | $500K | Buy |
70,467
+9,497
| +16% | +$67.4K | 0.03% | 501 |
|
|
2024
Q2 | $415K | Buy |
60,970
+41,479
| +213% | +$282K | 0.03% | 525 |
|
|
2024
Q1 | $139K | Buy |
+19,491
| New | +$139K | 0.01% | 948 |
|