Stifel Financial’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 | $1.04M | Buy |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $960K | Buy |
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|
2024
Q3 | $841K | Buy |
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|
2024
Q2 | $651K | Buy |
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|
2024
Q1 | $615K | Sell |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $474K | Buy |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $183K | Buy |
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|
2021
Q4 | $134K | Sell |
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|
2021
Q3 | $153K | Sell |
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|
2021
Q2 | $292K | Sell |
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|
2021
Q1 | $681K | Buy |
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|
2020
Q4 | $525K | Buy |
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|
2020
Q3 | $307K | Sell |
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|
2020
Q2 | $351K | Sell |
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|
2020
Q1 | $400K | Buy |
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|
2019
Q4 | $548K | Buy |
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|
2019
Q3 | $439K | Buy |
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|
2019
Q2 | $344K | Buy |
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|
2019
Q1 | $288K | Buy |
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|
2018
Q4 | $166K | Buy |
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|
2018
Q3 | $174K | Buy |
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|
2018
Q2 | $150K | Buy |
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|
2018
Q1 | $111K | Buy |
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|
2017
Q4 | $115K | Buy |
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|
2017
Q3 | $93K | Sell |
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|
2017
Q2 | $121K | Sell |
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|
2017
Q1 | $115K | Buy |
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|
2016
Q4 | $65K | Buy |
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