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Rothschild Investment LLC’s Liberty All-Star Equity Fund USA Stock Holding History

Rothschild Investment LLC’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
2026
Q1 		– Sell
-6
Closed -$38 – 3675
2025
Q4 		$38 Hold
6
– – ﹤0.01% 3289
2025
Q3 		$38 Hold
6
– – ﹤0.01% 3104
2025
Q2 		$41 Hold
6
– – ﹤0.01% 3001
2025
Q1 		$39 Hold
6
– – ﹤0.01% 3005
2024
Q4 		$42 Hold
6
– – ﹤0.01% 2933
2024
Q3 		$43 Hold
6
– – ﹤0.01% 2876
2024
Q2 		$41 Sell
6
-252
-98% -$1.71K ﹤0.01% 2791
2024
Q1 		$1.84K Sell
258
-9,645
-97% -$64.5K ﹤0.01% 1221
2023
Q4 		$63.2K Buy
+9,903
New +$60.2K 0.01% 624

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