Avantax Advisory Services’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
$124K Sell
10,824
-227
-2% -$2.61K ﹤0.01% 2272
2025
Q1
$175K Sell
11,051
-4,643
-30% -$73.5K ﹤0.01% 2120
2024
Q4
$312K Sell
15,694
-5,038
-24% -$100K ﹤0.01% 1754
2024
Q3
$396K Sell
20,732
-322
-2% -$6.15K ﹤0.01% 1568
2024
Q2
$440K Buy
+21,054
New +$440K ﹤0.01% 1446