Sheaff Brock Investment Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $95.6K | Hold |
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|
2024
Q4 | $110K | Hold |
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|
2024
Q3 | $110K | Hold |
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|
2024
Q2 | $104K | Hold |
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|
2024
Q1 | $107K | Hold |
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|
2023
Q4 | $103K | Hold |
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|
2023
Q3 | $96.6K | Hold |
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|
2023
Q2 | $106K | Hold |
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|
2023
Q1 | $103K | Hold |
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|
2022
Q4 | $96.4K | Hold |
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|
2022
Q3 | $97K | Hold |
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|
2022
Q2 | $114K | Sell |
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|
2022
Q1 | $155K | Hold |
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|
2021
Q4 | $186K | Hold |
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|
2021
Q3 | $179K | Buy |
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