Steward Partners Investment Advisory’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
Q2 | $78.7K | Buy |
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|
2025
Q1 | $69K | Sell |
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|
2024
Q4 | $81.1K | Hold |
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|
2024
Q3 | $80.6K | Buy |
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|
2024
Q2 | $75.1K | Buy |
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|
2024
Q1 | $75.6K | Buy |
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|
2023
Q4 | $70.1K | Hold |
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|
2023
Q3 | $65.6K | Sell |
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|
2023
Q2 | $76K | Buy |
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|
2023
Q1 | $67.3K | Buy |
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|
2022
Q4 | $60.6K | Sell |
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|
2022
Q3 | $62K | Sell |
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|
2022
Q2 | $99K | Sell |
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|
2022
Q1 | $162K | Buy |
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|
2021
Q4 | $184K | Buy |
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|
2021
Q3 | $144K | Buy |
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|
2021
Q2 | $136K | Buy |
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|
2021
Q1 | $130K | Buy |
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|
2020
Q4 | $118K | Buy |
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|
2020
Q3 | $81K | Buy |
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|
2020
Q2 | $70K | Buy |
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|
2020
Q1 | $41K | Buy |
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|
2019
Q4 | $55K | Hold |
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|
2019
Q3 | $50K | Buy |
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|
2019
Q2 | $48K | Buy |
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