Riggs Asset 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
Q2 | – | Sell |
-1,500
| Closed | -$9.83K | – | 960 |
|
2025
Q1 | $9.83K | Buy |
+1,500
| New | +$9.83K | ﹤0.01% | 262 |
|
2020
Q4 | – | Sell |
-1,444
| Closed | -$9K | – | 300 |
|
2020
Q3 | $9K | Buy |
1,444
+44
| +3% | +$274 | ﹤0.01% | 148 |
|
2020
Q2 | $8K | Sell |
1,400
-7,083
| -83% | -$40.5K | ﹤0.01% | 185 |
|
2020
Q1 | $41K | Buy |
8,483
+217
| +3% | +$1.05K | 0.03% | 108 |
|
2019
Q4 | $56K | Buy |
+8,266
| New | +$56K | 0.02% | 122 |
|