LPL Financial’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 | $961K | Buy |
83,741
+35,054
| +72% | +$402K | ﹤0.01% | 3761 |
|
2025
Q1 | $771K | Buy |
48,687
+33,899
| +229% | +$537K | ﹤0.01% | 3733 |
|
2024
Q4 | $294K | Buy |
14,788
+3,887
| +36% | +$77.3K | ﹤0.01% | 4447 |
|
2024
Q3 | $208K | Sell |
10,901
-2,194
| -17% | -$41.9K | ﹤0.01% | 4597 |
|
2024
Q2 | $274K | Sell |
13,095
-7,870
| -38% | -$164K | ﹤0.01% | 4270 |
|
2024
Q1 | $434K | Sell |
20,965
-3,282
| -14% | -$68K | ﹤0.01% | 3844 |
|
2023
Q4 | $440K | Buy |
+24,247
| New | +$440K | ﹤0.01% | 3718 |
|
2019
Q3 | – | Sell |
-26,791
| Closed | -$433K | – | 3326 |
|
2019
Q2 | $433K | Sell |
26,791
-46
| -0.2% | -$743 | ﹤0.01% | 2373 |
|
2019
Q1 | $413K | Buy |
26,837
+6,143
| +30% | +$94.5K | ﹤0.01% | 2365 |
|
2018
Q4 | $268K | Sell |
20,694
-318
| -2% | -$4.12K | ﹤0.01% | 2545 |
|
2018
Q3 | $453K | Buy |
21,012
+905
| +5% | +$19.5K | ﹤0.01% | 2304 |
|
2018
Q2 | $376K | Buy |
20,107
+1,727
| +9% | +$32.3K | ﹤0.01% | 2423 |
|
2018
Q1 | $310K | Buy |
+18,380
| New | +$310K | ﹤0.01% | 2561 |
|