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Liberty All-Star Equity Fund shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity Fund held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Equity Fund by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 169k 7.15
2023-12-31 $1.1M 166k 6.38
2023-09-30 $954k 161k 5.92
2023-06-30 $983k 152k 6.47
2023-03-31 $915k 148k 6.20
2022-12-31 $807k 142k 5.70
2022-09-30 $758k 137k 5.53
2022-06-30 $810k 129k 6.28
2022-03-31 $925k 114k 8.08
2021-12-31 $991k 118k 8.38
2021-09-30 $613k 71k 8.60
2021-06-30 $637k 71k 9.04
2021-03-31 $532k 70k 7.63
2020-12-31 $505k 73k 6.89
2020-09-30 $442k 74k 6.00