EverSource Wealth Advisors’s Liberty Energy LBRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67K | Buy |
5,832
+4,791
| +460% | +$55K | ﹤0.01% | 1427 |
|
|
2025
Q1 | $16.5K | Buy |
1,041
+9
| +0.9% | +$142 | ﹤0.01% | 1801 |
|
|
2024
Q4 | $20.5K | Buy |
1,032
+307
| +42% | +$6.11K | ﹤0.01% | 1608 |
|
|
2024
Q3 | $13.8K | Buy |
725
+24
| +3% | +$458 | ﹤0.01% | 1684 |
|
|
2024
Q2 | $16.9K | Buy |
701
+60
| +9% | +$1.45K | ﹤0.01% | 1584 |
|
|
2024
Q1 | $14.1K | Hold |
641
| – | – | ﹤0.01% | 1532 |
|
|
2023
Q4 | $11.6K | Buy |
641
+50
| +8% | +$907 | ﹤0.01% | 1494 |
|
|
2023
Q3 | $10.9K | Buy |
591
+52
| +10% | +$963 | ﹤0.01% | 1388 |
|
|
2023
Q2 | $7.21K | Buy |
539
+345
| +178% | +$4.61K | ﹤0.01% | 1586 |
|
|
2023
Q1 | $2.49K | Hold |
194
| – | – | ﹤0.01% | 1868 |
|
|
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 | +$2K | ﹤0.01% | 1570 |
|