Sound Income Strategies’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
Q3 | $25.7K | Buy |
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|
2025
Q2 | – | Hold |
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|
2025
Q1 | – | Hold |
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|
2024
Q4 | – | Hold |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $18.6K | Buy |
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|
2023
Q2 | $4.75K | Sell |
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|
2023
Q1 | $18.2K | Hold |
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|
2022
Q4 | $16.7K | Hold |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $24K | Buy |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $7K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $0 | Buy |
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