StoneX Group’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
$439K Sell
64,477
-9,079
-12% -$61.8K 0.02% 542
2025
Q1
$482K Sell
73,556
-9,362
-11% -$61.3K 0.03% 477
2024
Q4
$578K Buy
82,918
+72,576
+702% +$506K 0.03% 432
2024
Q3
$73.4K Buy
+10,342
New +$73.4K 0.03% 323
2024
Q2
Sell
-12,219
Closed -$87.4K 444
2024
Q1
$87.4K Buy
+12,219
New +$87.4K 0.05% 298