Raleigh Capital Management’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
Q1 | – | Sell |
-1,700
| Closed | -$11.8K | – | 1031 |
|
|
2024
Q4 | $11.8K | Hold |
1,700
| – | – | ﹤0.01% | 578 |
|
|
2024
Q3 | $12.1K | Sell |
1,700
-100
| -6% | -$710 | ﹤0.01% | 549 |
|
|
2024
Q2 | $12.2K | Hold |
1,800
| – | – | 0.01% | 532 |
|
|
2024
Q1 | $12.9K | Hold |
1,800
| – | – | 0.01% | 507 |
|
|
2023
Q4 | $11.5K | Buy |
1,800
+200
| +13% | +$1.28K | 0.01% | 556 |
|
|
2023
Q3 | $9.47K | Hold |
1,600
| – | – | ﹤0.01% | 544 |
|
|
2023
Q2 | $10.4K | Hold |
1,600
| – | – | 0.01% | 477 |
|
|
2023
Q1 | $9.92K | Hold |
1,600
| – | – | ﹤0.01% | 505 |
|
|
2022
Q4 | $9.12K | Hold |
1,600
| – | – | ﹤0.01% | 456 |
|
|
2022
Q3 | $9K | Buy |
1,600
+150
| +10% | +$844 | 0.01% | 392 |
|
|
2022
Q2 | $9K | Buy |
1,450
+150
| +12% | +$931 | 0.01% | 374 |
|
|
2022
Q1 | $11K | Buy |
+1,300
| New | +$11K | 0.01% | 363 |
|