Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

USAUSA
Showing 8 of 30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in LIBERTY ALL STAR EQUITY FD

Steward Partners Investment Advisory, LLC holds 222,485 shares of USA (LIBERTY ALL STAR EQUITY FD), worth $1.3M as of 2026-Q2. The position was increased (+16.3% shares). USA represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.3M

Current Shares

222,485

Total Value Change

+$2,972

Total Shares Change

+40,842

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
222,485
+16.3%
$1.3M0.0%$5.65
29
2026-Q1
Increased
191,316
+1276.1%
$1.1M0.0%$5.26
41
2025-Q4
Decreased
13,903
-68.2%
$87,3120.0%$5.78
0
2025-Q3
Decreased
43,779
-9.4%
$277,5580.0%$5.67
0
2025-Q2
Decreased
48,349
-80.6%
$329,2530.0%$5.93
0
2025-Q1
Increased
249,399
+26.7%
$1.6M0.0%$5.57
32
2024-Q4
Increased
196,905
+8.4%
$1.4M0.0%$5.77
28
2024-Q3
Increased
181,643
+5.1%
$1.3M0.0%$5.75
27

Other major holders of USA: MORGAN STANLEY, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used