JFS Wealth Advisors’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 | $540 | Sell |
47
-28
| -37% | -$322 | ﹤0.01% | 1686 |
|
|
2025
Q1 | $1.19K | Sell |
75
-46
| -38% | -$729 | ﹤0.01% | 1614 |
|
|
2024
Q4 | $2.41K | Sell |
121
-21
| -15% | -$418 | ﹤0.01% | 1399 |
|
|
2024
Q3 | $2.71K | Buy |
142
+27
| +23% | +$515 | ﹤0.01% | 1363 |
|
|
2024
Q2 | $2.4K | Buy |
115
+25
| +28% | +$522 | ﹤0.01% | 1365 |
|
|
2024
Q1 | $1.87K | Sell |
90
-10
| -10% | -$207 | ﹤0.01% | 1471 |
|
|
2023
Q4 | $1.81K | Buy |
100
+11
| +12% | +$200 | ﹤0.01% | 1478 |
|
|
2023
Q3 | $1.65K | Buy |
89
+27
| +44% | +$500 | ﹤0.01% | 1437 |
|
|
2023
Q2 | $829 | Buy |
62
+10
| +19% | +$134 | ﹤0.01% | 1657 |
|
|
2023
Q1 | $667 | Sell |
52
-2
| -4% | -$26 | ﹤0.01% | 1675 |
|
|
2022
Q4 | $865 | Buy |
54
+3
| +6% | +$48 | ﹤0.01% | 1635 |
|
|
2022
Q3 | $1K | Sell |
51
-1
| -2% | -$20 | ﹤0.01% | 1578 |
|
|
2022
Q2 | $1K | Buy |
52
+18
| +53% | +$346 | ﹤0.01% | 1569 |
|
|
2022
Q1 | $1K | Buy |
34
+23
| +209% | +$676 | ﹤0.01% | 1672 |
|
|
2021
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1805 |
|