Back to ASG
INDEPENDENT FINANCIAL GROUP, LLC → ASG
INDEPENDENT FINANCIAL GROUP, LLC ASG Position History
Liberty All-Star Growth Fund, Inc. • Financial Services
Quarters held
28
Latest value
$72K
Q3 2026
Peak value
$511K
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $291K |
| Q2 2020 | $185K |
| Q3 2020 | $352K |
| Q4 2020 | $405K |
| Q1 2021 | $323K |
| Q2 2021 | $419K |
| Q3 2021 | $425K |
| Q4 2021 | $511K |
| Q1 2022 | $460K |
| Q2 2022 | $439K |
| Q3 2022 | $500K |
| Q4 2022 | $395K |
| Q1 2023 | $454K |
| Q2 2023 | $334K |
| Q3 2023 | $293K |
| Q4 2023 | $304K |
| Q1 2024 | $298K |
| Q2 2024 | $64K |
| Q3 2024 | $99K |
| Q4 2024 | $100K |
| Q1 2025 | $81K |
| Q2 2025 | $98K |
| Q3 2025 | $79K |
| Q4 2025 | $75K |
| Q1 2026 | $66K |
| Q1 2026 | $66K |
| Q2 2026 | $65K |
| Q3 2026 | $72K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $72K | 14.4K | — | — |
| Q2 2026 | $65K | 11.9K | — | — |
| Q1 2026 | $66K | 13.9K | — | — |
| Q1 2026 | $66K | 13.9K | — | — |
| Q4 2025 | $75K | 14.1K | — | — |
| Q3 2025 | $79K | 14.2K | — | — |
| Q2 2025 | $98K | 18.0K | — | — |
| Q1 2025 | $81K | 16.6K | — | — |
| Q4 2024 | $100K | 17.7K | — | — |
| Q3 2024 | $99K | 17.7K | — | — |
| Q2 2024 | $64K | 12.0K | — | — |
| Q1 2024 | $298K | 54.4K | — | — |
| Q4 2023 | $304K | 57.6K | — | — |
| Q3 2023 | $293K | 59.3K | — | — |
| Q2 2023 | $334K | 61.8K | — | — |
| Q1 2023 | $454K | 86.0K | — | — |
| Q4 2022 | $395K | 80.1K | — | — |
| Q3 2022 | $500K | 100.9K | — | — |
| Q2 2022 | $439K | 75.3K | — | — |
| Q1 2022 | $460K | 61.0K | — | — |
| Q4 2021 | $511K | 56.8K | — | — |
| Q3 2021 | $425K | 49.2K | — | — |
| Q2 2021 | $419K | 47.2K | — | — |
| Q1 2021 | $323K | 37.6K | — | — |
| Q4 2020 | $405K | 49.4K | — | — |
| Q3 2020 | $352K | 49.6K | — | — |
| Q2 2020 | $185K | 29.4K | — | — |
| Q1 2020 | $291K | 62.6K | — | — |