Mutual 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 | $683K | Buy |
51,993
+26
| +0.1% | +$342 | 0.02% | 654 |
|
|
2025
Q1 | $632K | Buy |
51,967
+57
| +0.1% | +$694 | 0.02% | 614 |
|
|
2024
Q4 | $1.2M | Sell |
51,910
-3,292
| -6% | -$76.1K | 0.03% | 421 |
|
|
2024
Q3 | $979K | Sell |
55,202
-682
| -1% | -$12.1K | 0.03% | 490 |
|
|
2024
Q2 | $1.26M | Buy |
55,884
+1,637
| +3% | +$37K | 0.04% | 409 |
|
|
2024
Q1 | $1.12M | Sell |
54,247
-27,147
| -33% | -$562K | 0.04% | 443 |
|
|
2023
Q4 | $1.48M | Sell |
81,394
-8,484
| -9% | -$154K | 0.05% | 341 |
|
|
2023
Q3 | $1.66M | Sell |
89,878
-6,320
| -7% | -$117K | 0.06% | 293 |
|
|
2023
Q2 | $1.29M | Sell |
96,198
-347
| -0.4% | -$4.64K | 0.05% | 363 |
|
|
2023
Q1 | $1.24M | Sell |
96,545
-33,515
| -26% | -$429K | 0.05% | 363 |
|
|
2022
Q4 | $2.08M | Hold |
130,060
| – | – | 0.09% | 220 |
|
|
2022
Q3 | $1.65M | Buy |
130,060
+63,030
| +94% | +$799K | 0.08% | 231 |
|
|
2022
Q2 | $855K | Sell |
67,030
-13,870
| -17% | -$177K | 0.06% | 381 |
|
|
2022
Q1 | $1.2M | Hold |
80,900
| – | – | 0.07% | 325 |
|
|
2021
Q4 | $785K | Hold |
80,900
| – | – | 0.04% | 458 |
|
|
2021
Q3 | $981K | Hold |
80,900
| – | – | 0.06% | 356 |
|
|
2021
Q2 | $1.15M | Buy |
80,900
+47,740
| +144% | +$676K | 0.07% | 330 |
|
|
2021
Q1 | $374K | Buy |
+33,160
| New | +$374K | 0.03% | 571 |
|