Stratos Wealth Partners’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
Q2 | $237K | Buy |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $467K | Buy |
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|
2024
Q3 | $331K | Buy |
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|
2024
Q2 | $216K | Buy |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | $197K | Buy |
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|
2023
Q3 | $172K | Buy |
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|
2023
Q2 | $160K | Sell |
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|
2023
Q1 | $169K | Buy |
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|
2022
Q4 | $148K | Buy |
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|
2022
Q3 | $144K | Sell |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q4 | $253K | Sell |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $344K | Sell |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $253K | Sell |
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|
2020
Q3 | $238K | Sell |
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|
2020
Q2 | $316K | Buy |
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|
2020
Q1 | $264K | Buy |
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|
2019
Q4 | $240K | Buy |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $236K | Buy |
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|
2019
Q1 | $219K | Sell |
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|
2018
Q4 | $244K | Buy |
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|
2018
Q3 | $240K | Buy |
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|
2018
Q2 | $208K | Buy |
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|
2018
Q1 | $74K | Sell |
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|
2017
Q4 | $129K | Buy |
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|
2017
Q3 | $76K | Buy |
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|
2017
Q2 | $70K | Buy |
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|
2017
Q1 | $66K | Buy |
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|
2016
Q4 | $61K | Sell |
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|
2016
Q3 | $117K | Buy |
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|
2016
Q2 | $101K | Buy |
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|
2016
Q1 | $97K | Buy |
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|
2015
Q4 | $96K | Sell |
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|
2015
Q3 | $94K | Buy |
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|
2015
Q2 | $67K | Buy |
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|
2015
Q1 | $65K | Buy |
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