Stephens Inc’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 | $176K | Buy |
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|
2025
Q2 | $184K | Sell |
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|
2025
Q1 | $184K | Sell |
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|
2024
Q4 | $205K | Sell |
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|
2024
Q3 | $209K | Buy |
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|
2024
Q2 | $196K | Buy |
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|
2024
Q1 | $201K | Buy |
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|
2023
Q4 | $171K | Hold |
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|
2023
Q3 | $159K | Sell |
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|
2023
Q2 | $177K | Buy |
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|
2023
Q1 | $166K | Sell |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $470K | Buy |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q2 | $134K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $80K | Sell |
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|
2018
Q1 | $112K | Sell |
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|
2017
Q4 | $126K | Sell |
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|
2017
Q3 | $130K | Buy |
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|
2017
Q2 | $97K | Buy |
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