Allworth Financial’s Liberty Energy LBRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907 | Buy |
79
+23
| +41% | +$264 | ﹤0.01% | 3976 |
|
|
2025
Q1 | $682 | Sell |
56
-959
| -94% | -$11.7K | ﹤0.01% | 3591 |
|
|
2024
Q4 | $22.5K | Sell |
1,015
-9
| -0.9% | -$200 | ﹤0.01% | 2014 |
|
|
2024
Q3 | $19.5K | Sell |
1,024
-18
| -2% | -$344 | ﹤0.01% | 1925 |
|
|
2024
Q2 | $22.4K | Buy |
1,042
+3
| +0.3% | +$65 | ﹤0.01% | 1808 |
|
|
2024
Q1 | $21.5K | Buy |
1,039
+18
| +2% | +$373 | ﹤0.01% | 1730 |
|
|
2023
Q4 | $18.5K | Buy |
1,021
+6
| +0.6% | +$109 | ﹤0.01% | 1694 |
|
|
2023
Q3 | $18.8K | Buy |
1,015
+15
| +2% | +$278 | ﹤0.01% | 1560 |
|
|
2023
Q2 | $13.4K | Buy |
1,000
+15
| +2% | +$201 | ﹤0.01% | 1761 |
|
|
2023
Q1 | $12.6K | Hold |
985
| – | – | ﹤0.01% | 1711 |
|
|
2022
Q4 | $15.8K | Hold |
985
| – | – | ﹤0.01% | 1493 |
|
|
2022
Q3 | $12K | Buy |
985
+943
| +2,245% | +$11.5K | ﹤0.01% | 1557 |
|
|
2022
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 2185 |
|
|
2022
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 1958 |
|
|
2021
Q4 | $0 | Hold |
42
| – | – | ﹤0.01% | 2044 |
|
|
2021
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1772 |
|