GeoWealth Management’s Liberty Energy LBRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,678	Closed	-$33.4K	–	1491
2024 Q4	$33.4K	Sell	1,678 -40	-2%	-$796	﹤0.01%	1267
2024 Q3	$32.8K	Buy	+1,718	New	+$32.8K	﹤0.01%	1188