Integrated Wealth Concepts’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	$701K	Buy	61,069 +3,287	+6%	+$37.7K	0.01%	1096
2025 Q1	$915K	Buy	57,782 +36,279	+169%	+$574K	0.01%	870
2024 Q4	$428K	Buy	+21,503	New	+$428K	0.01%	1198