Principal Securities’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 | $1.28M | Buy |
187,417
+109,370
| +140% | +$745K | 0.02% | 544 |
|
|
2025
Q1 | $542K | Hold |
78,047
| – | – | 0.01% | 741 |
|
|
2024
Q4 | $542K | Buy |
78,047
+57,744
| +284% | +$401K | 0.01% | 736 |
|
|
2024
Q3 | $144K | Buy |
20,303
+10,750
| +113% | +$76.3K | ﹤0.01% | 1233 |
|
|
2024
Q2 | $65K | Buy |
9,553
+3,535
| +59% | +$24K | ﹤0.01% | 1492 |
|
|
2024
Q1 | $43K | Buy |
6,018
+1,785
| +42% | +$12.8K | ﹤0.01% | 1637 |
|
|
2023
Q4 | $27K | Buy |
+4,233
| New | +$27K | ﹤0.01% | 1766 |
|