Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 15 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| LIBERTY ALL STAR EQUITY FUND | 159,070.82 | reported | 30 Dec 2025 | tx 19+37,653 |
| LIBERTY ALL STAR GROWTH FUND INC. | 142,641.6 | reported | 30 Dec 2025 | tx 25+58,318 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Dec 2025 | PURCHASE | LIBERTY ALL STAR EQUITY FUND | 1,600 | 6.30 USD | |
| 30 Dec 2025 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 2,000 | 5.35 USD | |
| 01 Oct 2025 | PURCHASE | LIBERTY ALL STAR EQUITY FUND | 1,000 | 6.37 USD | |
| 01 Oct 2025 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 1,000 | 5.55 USD | |
| 09 Sept 2025 | PURCHASE | LIBERTY ALL STAR EQUITY FUND | 1,500 | 6.58 USD | first after silence |
| 09 Sept 2025 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 1,500 | 5.65 USD | |
| 20 Mar 2024 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 1,000 | 5.40 USD | |
| 05 Mar 2024 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 1,000 | 5.35 USD | |
| 26 Jan 2024 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 1,000 | 5.20 USD | |
| 08 Dec 2023 | PURCHASE | LIBERTY ALL STAR EQUITY FUND | 1,600 | 6.06 USD | |
| 08 Dec 2023 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 2,000 | 4.98 USD | |
| 03 Nov 2023 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 750 | 4.88 USD | first after silence |
| 03 Nov 2023 | PURCHASE | LIBERTY ALL STAR EQUITY FUND | 500 | 6.12 USD | |
| 02 Dec 2021 | PURCHASE | LIBERTY ALL STAR EQUITY FUND | 2,553 | 7.78 USD | |
| 08 Jul 2021 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 1,550 | 8.21 USD | first after silence |
| 30 Jun 2020 | PURCHASE | LIBERTY ALL STAR EQUITY FUND | 200 | 5.70 USD | |
| 02 Apr 2020 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 7,256 | 4.34 USD | first after silence |
| 12 Mar 2019 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 1,000 | 5.30 USD | |
| 01 Nov 2018 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 9,515 | 4.81 USD | first after silence |
| 06 May 2010 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 3,300 | 3.67 USD | |
| 06 May 2010 | PURCHASE | LIBERTY ALL STAR EQUITY FUND | 900 | 4.53 USD | |
| 07 May 2010 | PURCHASE | LIBERTY ALL STAR EQUITY FUND | 4,000 | 4.42 USD | |
| 11 Mar 2010 | PURCHASE | LIBERTY ALL STAR EQUITY FUND | 10,000 | 4.68 USD | |
| 11 Mar 2010 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 10,000 | 3.73 USD | |
| 04 Mar 2010 | PURCHASE | LIBERTY ALL STAR GROWTH FUND INC. | 3,000 | 3.57 USD |
5 purchases reported after at least 12 months of silence — most recent on 09 Sept 2025.