Principal Securities’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 | $232K | Buy |
20,251
+4,917
| +32% | +$56.4K | ﹤0.01% | 1176 |
|
|
2025
Q1 | $305K | Hold |
15,334
| – | – | 0.01% | 962 |
|
|
2024
Q4 | $305K | Buy |
15,334
+1,849
| +14% | +$36.8K | 0.01% | 958 |
|
|
2024
Q3 | $257K | Buy |
13,485
+1,952
| +17% | +$37.3K | 0.01% | 1002 |
|
|
2024
Q2 | $241K | Sell |
11,533
-405
| -3% | -$8.46K | 0.01% | 971 |
|
|
2024
Q1 | $247K | Buy |
11,938
+9,771
| +451% | +$202K | 0.01% | 933 |
|
|
2023
Q4 | $39.3K | Buy |
+2,167
| New | +$39.3K | ﹤0.01% | 1596 |
|