Liberty All-Star Equity Fund shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.2M | 174k | 6.80 |
| 2024-03-31 | $234k | 33k | 7.15 |
| 2023-12-31 | $440k | 69k | 6.38 |
| 2023-09-30 | $515k | 87k | 5.92 |
| 2023-06-30 | $659k | 102k | 6.47 |
| 2023-03-31 | $614k | 99k | 6.20 |
| 2022-12-31 | $122k | 21k | 5.70 |
| 2022-09-30 | $103k | 19k | 5.54 |
| 2022-06-30 | $100k | 16k | 6.29 |
| 2022-03-31 | $88k | 11k | 8.00 |
| 2021-12-31 | $113k | 14k | 8.40 |
| 2020-12-31 | $521k | 76k | 6.87 |
| 2020-09-30 | $847k | 141k | 6.02 |
| 2020-06-30 | $391k | 68k | 5.74 |
| 2020-03-31 | $322k | 67k | 4.83 |
| 2019-12-31 | $230k | 34k | 6.71 |
| 2019-09-30 | $72k | 11k | 6.43 |
| 2019-06-30 | $70k | 11k | 6.38 |
| 2019-03-31 | $115k | 19k | 6.12 |
| 2018-12-31 | $98k | 18k | 5.46 |
More positions owned by H D Vest Advisory Services
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