JFS Wealth Advisors’s Liberty Energy LBRT Stock Holding History

JFS Wealth Advisors’s Portfolio LBRT Stock Details LBRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.03K	Buy	192 +35	+22%	+$1.05K	﹤0.01%	1267
2026 Q1	$4.52K	Buy	157 +11	+8%	+$280	﹤0.01%	1228
2025 Q4	$2.7K	Buy	146 +109	+295%	+$1.82K	﹤0.01%	1453
2025 Q3	$457	Sell	37 -10	-21%	-$116	﹤0.01%	1775
2025 Q2	$540	Sell	47 -28	-37%	-$339	﹤0.01%	1686
2025 Q1	$1.19K	Sell	75 -46	-38%	-$826	﹤0.01%	1614
2024 Q4	$2.41K	Sell	121 -21	-15%	-$388	﹤0.01%	1399
2024 Q3	$2.71K	Buy	142 +27	+23%	+$557	﹤0.01%	1363
2024 Q2	$2.4K	Buy	115 +25	+28%	+$558	﹤0.01%	1365
2024 Q1	$1.86K	Sell	90 -10	-10%	-$198	﹤0.01%	1471
2023 Q4	$1.81K	Buy	100 +11	+12%	+$209	﹤0.01%	1478
2023 Q3	$1.65K	Buy	89 +27	+44%	+$445	﹤0.01%	1437
2023 Q2	$829	Buy	62 +10	+19%	+$130	﹤0.01%	1657
2023 Q1	$667	Sell	52 -2	-4%	-$30	﹤0.01%	1675
2022 Q4	$865	Buy	54 +3	+6%	+$48	﹤0.01%	1635
2022 Q3	$1K	Sell	51 -1	-2%	-$14	﹤0.01%	1578
2022 Q2	$1K	Buy	52 +18	+53%	+$282	﹤0.01%	1569
2022 Q1	$1K	Buy	34 +23	+209%	+$294	﹤0.01%	1672
2021 Q4	$0	Buy	+11	New	+$128	﹤0.01%	1806

Other funds holding LBRT

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return