Capital Advisors Inc’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	–	Sell	-18,670	Closed	-$296K	–	334
2025 Q1	$296K	Sell	18,670 -2,900	-13%	-$45.9K	0.01%	251
2024 Q4	$429K	Hold	21,570	–	–	0.01%	210
2024 Q3	$412K	Buy	21,570 +7,920	+58%	+$151K	0.01%	212
2024 Q2	$285K	Buy	+13,650	New	+$285K	0.01%	254