Rockefeller Capital Management’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
Q3 | $102K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $66K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Sell |
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|
2021
Q1 | $38K | Buy |
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|
2020
Q4 | $33K | Hold |
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|
2020
Q3 | $29K | Buy |
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|
2020
Q2 | $27K | Buy |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $14K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $88K | Buy |
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