Shulman DeMeo Asset Management’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
2026 Q2	$77.6K	Hold	13,348	–	–	0.01%	143
2026 Q1	$74.1K	Hold	13,348	–	–	0.02%	137
2025 Q4	$83.8K	Hold	13,348	–	–	0.02%	117
2025 Q3	$84.6K	Hold	13,348	–	–	0.02%	118
2025 Q2	$90.9K	Hold	13,348	–	–	0.02%	116
2025 Q1	$87.4K	Hold	13,348	–	–	0.02%	113
2024 Q4	$92.8K	Sell	13,348 -770	-5%	-$5.53K	0.03%	114
2024 Q3	$100K	Sell	14,118 -1,675	-11%	-$11.5K	0.02%	128
2024 Q2	$107K	Hold	15,793	–	–	0.03%	123
2024 Q1	$113K	Hold	15,793	–	–	0.03%	127
2023 Q4	$101K	Sell	15,793 -10,215	-39%	-$62.1K	0.03%	131
2023 Q3	$154K	Sell	26,008 -2,136	-8%	-$13.6K	0.05%	122
2023 Q2	$182K	Hold	28,144	–	–	0.05%	123
2023 Q1	$174K	Sell	28,144 -8,781	-24%	-$53.9K	0.05%	128
2022 Q4	$210K	Hold	36,925	–	–	0.07%	118
2022 Q3	$204K	Sell	36,925 -522	-1%	-$3.37K	0.07%	119
2022 Q2	$235K	Sell	37,447 -120	-0.3%	-$832	0.08%	115
2022 Q1	$304K	Sell	37,567 -12,460	-25%	-$95.9K	0.08%	107
2021 Q4	$419K	Sell	50,027 -1,290	-3%	-$10.9K	0.11%	88
2021 Q3	$441K	Buy	+51,317	New	+$447K	0.38%	47
2021 Q2	–	Sell	-54,794	Closed	-$418K	–	135
2021 Q1	$418K	Sell	54,794 -2,348	-4%	-$17.1K	0.11%	83
2020 Q4	$394K	Sell	57,142 -606	-1%	-$3.89K	0.11%	89
2020 Q3	$347K	Sell	57,748 -9,922	-15%	-$59.3K	0.12%	83
2020 Q2	$387K	Hold	67,670	–	–	0.15%	70
2020 Q1	$328K	Sell	67,670 -449	-0.7%	-$2.77K	0.15%	65
2019 Q4	$461K	Sell	68,119 -80	-0.1%	-$523	0.16%	69
2019 Q3	$436K	Sell	68,199 -76	-0.1%	-$480	0.15%	70
2019 Q2	$438K	Hold	68,275	–	–	0.16%	66
2019 Q1	$417K	Buy	+68,275	New	+$404K	0.16%	66

Other funds holding USA