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Richardson Financial Services’s Liberty Energy LBRT Stock Holding History

Richardson Financial Services’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-403
Closed -$8.35K – 610
2024
Q1 		$8.35K Sell
403
-8
-2% -$158 0.01% 422
2023
Q4 		$7.46K Buy
+411
New +$7.81K 0.01% 332

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Dimensional Fund Advisors
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State Street
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T. Rowe Price Investment Management
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Macquarie Group
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American Century Companies
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Geode Capital Management
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Richardson Financial Services's LBRT Position: Q2 2024 in Review

Richardson Financial Services sold out of Liberty Energy (LBRT) in Q2 2024, closing a stake of 403 shares — an estimated $8.35K sold.

Richardson Financial Services first reported a position in LBRT in Q4 2023 and held it in 2 quarters. The position peaked at $8.35K in Q1 2024. 331 funds tracked by Wall St. Rank hold LBRT as of Q2 2024.

  • Richardson Financial Services reported no remaining Liberty Energy position as of Q2 2024 after selling out during the quarter.
  • Richardson Financial Services sold 403 Liberty Energy shares in Q2 2024, an estimated $8.35K.
  • Richardson Financial Services first reported a position in Liberty Energy in Q4 2023 and held it in 2 quarters.
  • Richardson Financial Services's Liberty Energy position peaked at $8.35K in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2024.

Based on Richardson Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.