Sage Capital Advisors’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 | $302K | Sell |
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|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $486K | Buy |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $416K | Buy |
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $386K | Buy |
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|
2023
Q2 | $399K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $77K | Buy |
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|
2022
Q1 | $94K | Buy |
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|
2021
Q4 | $84K | Buy |
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