Mark T. Haley
President at Liberty All Star Growth Fund · 10 reported transactions in 2 companies · latest trade Jun 3, 2026
Their record
Across their whole record, 2 purchases can be measured; 0 did better than the S&P 500 over the next 6 months.
Typical move −9.6%, S&P 500 +4.6% over the same days.
Their trades
Bought | Jun 3, 2026 | Jun 3, 2026 close $5.28 → Oct 27, 2026 close $5.03. S&P 500 +2.0% over the same days. | ||
Bought | Jun 3, 2026 | Jun 3, 2026 close $5.82 → Oct 26, 2026 close $5.97. S&P 500 +1.5% over the same days. | ||
Bought | Jun 2, 2026 | Jun 2, 2026 close $5.40 → Oct 27, 2026 close $5.03. S&P 500 +1.3% over the same days. | ||
Bought | Jun 2, 2026 | Jun 2, 2026 close $5.85 → Oct 26, 2026 close $5.97. S&P 500 +0.8% over the same days. | ||
Bought | Dec 30, 2025 | Dec 30, 2025 close $5.35 → Oct 27, 2026 close $5.03. S&P 500 +12.0% over the same days. | ||
Bought | Dec 30, 2025 | Dec 30, 2025 close $6.34 → Oct 26, 2026 close $5.97. S&P 500 +11.4% over the same days. | ||
Bought | Oct 1, 2025 | Oct 1, 2025 close $5.56 → Oct 27, 2026 close $5.03. S&P 500 +15.1% over the same days. | ||
Bought | Oct 1, 2025 | Oct 1, 2025 close $6.38 → Oct 26, 2026 close $5.97. S&P 500 +14.5% over the same days. | ||
Bought | Sep 9, 2025 | Sep 9, 2025 close $6.57 → Oct 26, 2026 close $5.97. S&P 500 +17.7% over the same days. | ||
Bought | Sep 9, 2025 | Sep 9, 2025 close $5.63 → Oct 27, 2026 close $5.03. S&P 500 +18.4% over the same days. |
$8K
Jun 3, 2026 close $5.28 → Oct 27, 2026 close $5.03. S&P 500 +2.0% over the same days.
$11.6K
Jun 3, 2026 close $5.82 → Oct 26, 2026 close $5.97. S&P 500 +1.5% over the same days.
$2.4K
Jun 2, 2026 close $5.40 → Oct 27, 2026 close $5.03. S&P 500 +1.3% over the same days.
$2.1K
Jun 2, 2026 close $5.85 → Oct 26, 2026 close $5.97. S&P 500 +0.8% over the same days.
$10.7K
Dec 30, 2025 close $5.35 → Oct 27, 2026 close $5.03. S&P 500 +12.0% over the same days.
$10.1K
Dec 30, 2025 close $6.34 → Oct 26, 2026 close $5.97. S&P 500 +11.4% over the same days.
$5.5K
Oct 1, 2025 close $5.56 → Oct 27, 2026 close $5.03. S&P 500 +15.1% over the same days.
$6.4K
Oct 1, 2025 close $6.38 → Oct 26, 2026 close $5.97. S&P 500 +14.5% over the same days.
$9.9K
Sep 9, 2025 close $6.57 → Oct 26, 2026 close $5.97. S&P 500 +17.7% over the same days.
$8.5K
Sep 9, 2025 close $5.63 → Oct 27, 2026 close $5.03. S&P 500 +18.4% over the same days.