Principal Securities’s Liberty All-Star Equity Fund USA Stock Holding History

Principal Securities’s Portfolio USA Stock Details USA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.28M	Buy
2025 Q1	$542K	Hold
2024 Q4	$542K	Buy
2024 Q3	$144K	Buy
2024 Q2	$65K	Buy
2024 Q1	$43K	Buy
2023 Q4	$27K	Buy