Clearstead Advisors’s Liberty Energy LBRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$236 Buy
+9
New +$269 ﹤0.01% 3153
2025
Q4
Sell
-600
Closed -$7.4K 3031
2025
Q3
$7.4K Buy
600
+589
+5,355% +$6.81K ﹤0.01% 2020
2025
Q2
$127 Buy
+11
New +$133 ﹤0.01% 2594
2024
Q4
Sell
-365
Closed -$6.97K 2146
2024
Q3
$6.97K Hold
365
﹤0.01% 1658
2024
Q2
$7.63K Buy
+365
New +$8.14K ﹤0.01% 1600

Other funds holding LBRT

Clearstead Advisors's LBRT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Liberty Energy (LBRT) in Q2 2026: 9 shares worth $236. The stake represents ﹤0.01% of the portfolio and ranks #3153 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LBRT as recently as Q3 2025.

Clearstead Advisors first reported a position in LBRT in Q2 2024 and has held it in 5 quarters since. The position peaked at $7.63K in Q2 2024. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Clearstead Advisors held 9 shares of Liberty Energy worth $236 as of Q2 2026.
  • Liberty Energy was a new Clearstead Advisors position in Q2 2026.
  • Liberty Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3153 holding.
  • Clearstead Advisors first reported a position in Liberty Energy in Q2 2024 and has held it in 5 quarters since.
  • Clearstead Advisors's Liberty Energy position peaked at $7.63K in Q2 2024.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.