Creative Planning’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 | $185K | Sell |
16,095
-5,207
| -24% | -$59.8K | ﹤0.01% | 3240 |
|
|
2025
Q1 | $337K | Sell |
21,302
-765
| -3% | -$12.1K | ﹤0.01% | 2639 |
|
|
2024
Q4 | $439K | Buy |
22,067
+2,611
| +13% | +$51.9K | ﹤0.01% | 2341 |
|
|
2024
Q3 | $371K | Buy |
19,456
+703
| +4% | +$13.4K | ﹤0.01% | 2353 |
|
|
2024
Q2 | $392K | Buy |
18,753
+4,169
| +29% | +$87.1K | ﹤0.01% | 2138 |
|
|
2024
Q1 | $302K | Buy |
14,584
+3,779
| +35% | +$78.3K | ﹤0.01% | 2234 |
|
|
2023
Q4 | $196K | Buy |
+10,805
| New | +$196K | ﹤0.01% | 2435 |
|