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Samalin Investment Counsel’s Liberty All-Star Equity Fund USA Stock Holding History

Samalin Investment Counsel’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 		$569K Sell
102,477
-2,195
-2% -$13.1K 0.2% 146
2025
Q4 		$657K Sell
104,672
-14,319
-12% -$89.2K 0.23% 128
2025
Q3 		$754K Buy
118,991
+2,235
+2% +$14.8K 0.26% 112
2025
Q2 		$795K Buy
116,756
+3,214
+3% +$20.9K 0.31% 91
2025
Q1 		$744K Buy
113,542
+16,218
+17% +$112K 0.3% 99
2024
Q4 		$676K Buy
97,324
+41
+0% +$295 0.29% 101
2024
Q3 		$691K Buy
97,283
+7,470
+8% +$51.2K 0.3% 103
2024
Q2 		$611K Buy
89,813
+167
+0.2% +$1.14K 0.29% 109
2024
Q1 		$641K Buy
89,646
+1,010
+1% +$6.75K 0.31% 100
2023
Q4 		$566K Buy
88,636
+21,648
+32% +$132K 0.29% 111
2023
Q3 		$397K Buy
66,988
+3,319
+5% +$21.1K 0.23% 132
2023
Q2 		$412K Buy
63,669
+11,094
+21% +$67.8K 0.22% 129
2023
Q1 		$326K Buy
52,575
+21,238
+68% +$130K 0.2% 151
2022
Q4 		$179K Buy
+31,337
New +$187K 0.11% 229

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