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Liberty All-Star Equity Fund shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 173k 6.80
2024-03-31 $1.2M 161k 7.15
2023-12-31 $1.0M 162k 6.38
2023-09-30 $656k 111k 5.92
2023-06-30 $526k 81k 6.47
2023-03-31 $256k 41k 6.20
2022-12-31 $254k 45k 5.70
2022-09-30 $248k 45k 5.53
2022-06-30 $275k 44k 6.29
2022-03-31 $347k 43k 8.08
2021-12-31 $336k 40k 8.39
2021-09-30 $154k 18k 8.60
2021-03-31 $122k 16k 7.63
2020-09-30 $57k 9.6k 5.96
2020-06-30 $69k 12k 5.75
2020-03-31 $58k 12k 4.80
2019-12-31 $125k 19k 6.76
2019-09-30 $130k 20k 6.39
2019-06-30 $138k 22k 6.41
2019-03-31 $149k 25k 6.09
2018-12-31 $129k 24k 5.37
2018-09-30 $165k 24k 6.80
2018-06-30 $109k 17k 6.38
2018-03-31 $104k 17k 6.13
2017-12-31 $101k 16k 6.29
2017-09-30 $125k 21k 6.03
2017-06-30 $221k 39k 5.64
2017-03-31 $170k 31k 5.43
2016-12-31 $25k 4.9k 5.08