Oberweis Asset Management’s Liberty Energy LBRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-326,500
| Closed | -$6.23M | – | 219 |
|
2024
Q3 | $6.23M | Buy |
326,500
+45,400
| +16% | +$867K | 0.32% | 120 |
|
2024
Q2 | $5.87M | Buy |
281,100
+44,800
| +19% | +$936K | 0.36% | 106 |
|
2024
Q1 | $4.9M | Buy |
236,300
+98,900
| +72% | +$2.05M | 0.35% | 112 |
|
2023
Q4 | $2.49M | Sell |
137,400
-12,000
| -8% | -$218K | 0.23% | 156 |
|
2023
Q3 | $2.77M | Buy |
149,400
+39,500
| +36% | +$732K | 0.29% | 129 |
|
2023
Q2 | $1.47M | Hold |
109,900
| – | – | 0.18% | 153 |
|
2023
Q1 | $1.41M | Buy |
109,900
+25,800
| +31% | +$330K | 0.22% | 140 |
|
2022
Q4 | $1.35M | Buy |
84,100
+33,000
| +65% | +$528K | 0.29% | 119 |
|
2022
Q3 | $648K | Buy |
+51,100
| New | +$648K | 0.15% | 142 |
|