Stone House Investment Management’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5K | Buy |
4,331
+95
| +2% | +$647 | 0.01% | 189 |
|
|
2025
Q1 | $27.7K | Buy |
+4,236
| New | +$27.7K | 0.01% | 189 |
|
|
2024
Q4 | – | Sell |
-4,034
| Closed | -$28.6K | – | 340 |
|
|
2024
Q3 | $28.6K | Buy |
4,034
+103
| +3% | +$731 | 0.01% | 151 |
|
|
2024
Q2 | $26.7K | Buy |
3,931
+102
| +3% | +$694 | 0.01% | 166 |
|
|
2024
Q1 | $27.4K | Buy |
3,829
+183
| +5% | +$1.31K | 0.01% | 170 |
|
|
2023
Q4 | $23.3K | Hold |
3,646
| – | – | 0.01% | 115 |
|
|
2023
Q3 | $21.6K | Buy |
3,646
+92
| +3% | +$545 | 0.01% | 116 |
|
|
2023
Q2 | $23K | Buy |
3,554
+86
| +2% | +$556 | 0.01% | 109 |
|
|
2023
Q1 | $21.5K | Buy |
+3,468
| New | +$21.5K | 0.01% | 123 |
|