Shaker Financial Services’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
Q2 | $5.47M | Buy |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.87M | Sell |
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|
2024
Q3 | $3.62M | Sell |
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|
2024
Q2 | $5.11M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $4.23M | Buy |
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|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $3.55M | Buy |
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|
2022
Q3 | $144K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.03M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.18M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.74M | Buy |
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|
2020
Q1 | $786K | Buy |
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|
2019
Q4 | $493K | Sell |
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|
2019
Q3 | $785K | Buy |
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|
2019
Q2 | $765K | Sell |
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|
2019
Q1 | $5.09M | Buy |
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|
2018
Q4 | $4.4M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.26M | Buy |
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|
2017
Q4 | $770K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $5.72M | Buy |
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|
2017
Q1 | $4.86M | Buy |
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|
2016
Q4 | $4.21M | Buy |
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|
2016
Q3 | $1.97M | Sell |
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|
2016
Q2 | $4.65M | Sell |
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|
2016
Q1 | $4.61M | Buy |
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|
2015
Q4 | $910K | Sell |
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|
2015
Q3 | $3.98M | Buy |
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|
2015
Q2 | $3.16M | Sell |
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|
2015
Q1 | $4.26M | Buy |
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|
2014
Q4 | $3.98M | Sell |
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|
2014
Q3 | $4.42M | Sell |
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|
2014
Q2 | $4.82M | Buy |
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|
2014
Q1 | $4.28M | Buy |
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|
2013
Q4 | $2.88M | Buy |
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|
2013
Q3 | $1.41M | Sell |
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|
2013
Q2 | $3.92M | Buy |
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