Liberty All-Star Equity Fund shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $115k | 17k | 6.81 |
| 2025-03-31 | $124k | 19k | 6.55 |
| 2024-12-31 | $131k | 19k | 6.95 |
| 2024-09-30 | $134k | 19k | 7.10 |
| 2024-06-30 | $128k | 19k | 6.80 |
| 2024-03-31 | $135k | 19k | 7.15 |
| 2023-12-31 | $120k | 19k | 6.38 |
| 2023-09-30 | $112k | 19k | 5.92 |
| 2023-06-30 | $122k | 19k | 6.47 |
| 2023-03-31 | $117k | 19k | 6.20 |
| 2022-12-31 | $108k | 19k | 5.70 |
| 2022-09-30 | $104k | 19k | 5.51 |
| 2022-06-30 | $119k | 19k | 6.31 |
| 2022-03-31 | $133k | 19k | 7.05 |
| 2021-12-31 | $158k | 19k | 8.37 |
| 2021-09-30 | $162k | 19k | 8.59 |
| 2021-06-30 | $171k | 19k | 9.06 |
| 2021-03-31 | $144k | 19k | 7.62 |
| 2020-12-31 | $130k | 19k | 6.88 |
| 2012-03-31 | $144k | 19k | 7.62 |