Cerity Partners’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 | $245K | Buy |
+21,326
| New | +$245K | ﹤0.01% | 2252 |
|
|
2025
Q1 | – | Sell |
-10,957
| Closed | -$214K | – | 2544 |
|
|
2024
Q4 | $214K | Buy |
+10,957
| New | +$214K | ﹤0.01% | 2209 |
|
|
2024
Q2 | – | Sell |
-407,340
| Closed | -$8.44M | – | 2318 |
|
|
2024
Q1 | $8.44M | Buy |
407,340
+73,411
| +22% | +$1.52M | 0.02% | 503 |
|
|
2023
Q4 | $6.06M | Buy |
+333,929
| New | +$6.06M | 0.02% | 488 |
|