Prospera Financial Services’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
Q2 | $138K | Buy |
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|
2025
Q1 | $133K | Sell |
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|
2024
Q4 | $180K | Hold |
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|
2024
Q3 | $184K | Buy |
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|
2024
Q2 | $174K | Buy |
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|
2024
Q1 | $182K | Buy |
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|
2023
Q4 | $159K | Sell |
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|
2023
Q3 | $152K | Sell |
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|
2023
Q2 | $174K | Buy |
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|
2023
Q1 | $165K | Buy |
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|
2022
Q4 | $97.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $19K | Sell |
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|
2022
Q1 | $134K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $307K | Sell |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q2 | $266K | Buy |
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|
2020
Q1 | $184K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $76K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $546K | Sell |
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|
2016
Q4 | $525K | Buy |
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|
2016
Q3 | $520K | Sell |
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|
2016
Q2 | $585K | Buy |
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|
2016
Q1 | $465K | Buy |
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|
2015
Q4 | $301K | Buy |
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|
2015
Q3 | $250K | Buy |
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|
2015
Q2 | $272K | Sell |
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|
2015
Q1 | $319K | Hold |
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|
2014
Q4 | $327K | Sell |
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|
2014
Q3 | $330K | Buy |
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|
2014
Q2 | $270K | Buy |
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|
2014
Q1 | $212K | Buy |
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|
2013
Q4 | $66K | Sell |
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|
2013
Q3 | $113K | Buy |
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|
2013
Q2 | $107K | Buy |
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