EverSource Wealth 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 Q1	$287K	Buy	9,956 +203	+2%	+$5.17K	0.01%	865
2025 Q4	$180K	Buy	9,753 +6,354	+187%	+$106K	0.01%	992
2025 Q3	$41.9K	Sell	3,399 -2,433	-42%	-$28.1K	﹤0.01%	1830
2025 Q2	$67K	Buy	5,832 +4,791	+460%	+$58K	﹤0.01%	1434
2025 Q1	$16.5K	Buy	1,041 +9	+0.9%	+$162	﹤0.01%	1803
2024 Q4	$20.5K	Buy	1,032 +307	+42%	+$5.68K	﹤0.01%	1608
2024 Q3	$13.8K	Buy	725 +24	+3%	+$495	﹤0.01%	1684
2024 Q2	$16.9K	Buy	701 +60	+9%	+$1.34K	﹤0.01%	1584
2024 Q1	$14.1K	Hold	641	–	–	﹤0.01%	1532
2023 Q4	$11.6K	Buy	641 +50	+8%	+$950	﹤0.01%	1494
2023 Q3	$10.9K	Buy	591 +52	+10%	+$857	﹤0.01%	1388
2023 Q2	$7.21K	Buy	539 +345	+178%	+$4.47K	﹤0.01%	1586
2023 Q1	$2.48K	Hold	194	–	–	﹤0.01%	1869
2022 Q4	$3.11K	Hold	194	–	–	﹤0.01%	1777
2022 Q3	$2K	Hold	194	–	–	﹤0.01%	1686
2022 Q2	$2K	Hold	194	–	–	﹤0.01%	1522
2022 Q1	$3K	Hold	194	–	–	﹤0.01%	1425
2021 Q4	$2K	Buy	+194	New	+$2.25K	﹤0.01%	1570