Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.96M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $98K | Sell |
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|
2019
Q2 | $350K | Sell |
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|
2019
Q1 | $353K | Buy |
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