CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Liberty Energy LBRT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio LBRT Stock Details LBRT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$142K Buy
2024
Q1 		– Sell
2023
Q4 		$582K Buy
2023
Q3 		$556K Buy
2022
Q3 		– Sell
2022
Q2 		$64K Sell
2022
Q1 		$77K Buy
2021
Q4 		$49K Sell
2021
Q3 		$64K Buy
2021
Q2 		$70K Sell
2021
Q1 		$56K Buy