Samalin Investment Counsel’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 | $754K | Buy |
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|
2025
Q2 | $795K | Buy |
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|
2025
Q1 | $744K | Buy |
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|
2024
Q4 | $676K | Buy |
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|
2024
Q3 | $691K | Buy |
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|
2024
Q2 | $611K | Buy |
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|
2024
Q1 | $641K | Buy |
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|
2023
Q4 | $566K | Buy |
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|
2023
Q3 | $397K | Buy |
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|
2023
Q2 | $412K | Buy |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $179K | Buy |
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