Kestra Advisory Services’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 | $239K | Buy |
20,811
+8,935
| +75% | +$103K | ﹤0.01% | 2531 |
|
|
2025
Q1 | $188K | Buy |
+11,876
| New | +$188K | ﹤0.01% | 2488 |
|
|
2024
Q4 | – | Sell |
-10,700
| Closed | -$204K | – | 2734 |
|
|
2024
Q3 | $204K | Sell |
10,700
-303
| -3% | -$5.78K | ﹤0.01% | 2349 |
|
|
2024
Q2 | $230K | Buy |
11,003
+1
| +0% | +$21 | ﹤0.01% | 2295 |
|
|
2024
Q1 | $228K | Buy |
11,002
+501
| +5% | +$10.4K | ﹤0.01% | 2190 |
|
|
2023
Q4 | $190K | Buy |
10,501
+501
| +5% | +$9.09K | ﹤0.01% | 2117 |
|
|
2023
Q3 | $185K | Sell |
10,000
-1,700
| -15% | -$31.5K | ﹤0.01% | 1936 |
|
|
2023
Q2 | $156K | Buy |
11,700
+300
| +3% | +$4.01K | ﹤0.01% | 1949 |
|
|
2023
Q1 | $146K | Sell |
11,400
-749
| -6% | -$9.6K | ﹤0.01% | 1906 |
|
|
2022
Q4 | $195K | Buy |
+12,149
| New | +$195K | ﹤0.01% | 2037 |
|