Sheaff Brock Investment 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
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.91M | Hold |
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|
2024
Q3 | $1.95M | Buy |
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|
2024
Q2 | $1.86M | Buy |
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|
2024
Q1 | $1.94M | Sell |
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|
2023
Q4 | $1.76M | Sell |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $2.34M | Hold |
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|
2023
Q1 | $2.25M | Buy |
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|
2022
Q4 | $2.06M | Hold |
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $2.17M | Buy |
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|
2022
Q1 | $2.74M | Buy |
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|
2021
Q4 | $2.82M | Buy |
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|
2021
Q3 | $2.57M | Buy |
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|
2021
Q2 | $2.6M | Buy |
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|
2021
Q1 | $2.12M | Buy |
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|
2020
Q4 | $1.79M | Sell |
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|
2020
Q3 | $1.56M | Buy |
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|
2020
Q2 | $1.4M | Buy |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $1.36M | Buy |
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|
2019
Q3 | $1.28M | Buy |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $1.16M | Sell |
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|
2018
Q4 | $1.25M | Buy |
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|
2018
Q3 | $1.55M | Buy |
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|
2018
Q2 | $1.42M | Buy |
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|
2018
Q1 | $1.31M | Buy |
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|
2017
Q4 | $1.28M | Sell |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $1.13M | Buy |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $960K | Buy |
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|
2016
Q3 | $930K | Buy |
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|
2016
Q2 | $881K | Buy |
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|
2016
Q1 | $848K | Buy |
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|
2015
Q4 | $868K | Buy |
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