Stockman Wealth Management’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 | $631K | Hold |
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2025
Q2 | $678K | Hold |
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2025
Q1 | $652K | Hold |
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2024
Q4 | $692K | Hold |
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2024
Q3 | $707K | Hold |
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2024
Q2 | $677K | Hold |
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2024
Q1 | $712K | Hold |
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2023
Q4 | $635K | Hold |
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2023
Q3 | $589K | Sell |
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2023
Q2 | $702K | Hold |
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2023
Q1 | $673K | Hold |
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2022
Q4 | $618K | Hold |
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2022
Q3 | $600K | Hold |
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2022
Q2 | $681K | Hold |
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2022
Q1 | $877K | Hold |
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2021
Q4 | $909K | Buy |
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2021
Q3 | $848K | Hold |
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2021
Q2 | $892K | Hold |
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2021
Q1 | $753K | Hold |
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2020
Q4 | $681K | Hold |
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2020
Q3 | $593K | Hold |
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2020
Q2 | $564K | Hold |
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2020
Q1 | $477K | Hold |
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2019
Q4 | $668K | Buy |
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2019
Q3 | $567K | Hold |
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2019
Q2 | $569K | Buy |
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2019
Q1 | $480K | Hold |
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2018
Q4 | $423K | Hold |
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2018
Q3 | $535K | Buy |
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2018
Q2 | $490K | Hold |
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2018
Q1 | $470K | Buy |
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2017
Q4 | $461K | Buy |
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2017
Q3 | $87K | Buy |
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2017
Q2 | $59K | Buy |
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2017
Q1 | $56K | Hold |
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2016
Q4 | $53K | Buy |
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