RWM
Ritholtz Wealth Management’s Liberty Energy LBRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-48,618
| Closed | -$770K | – | 1016 |
|
|
2025
Q1 | $770K | Sell |
48,618
-58,116
| -54% | -$920K | 0.02% | 467 |
|
|
2024
Q4 | $2.12M | Sell |
106,734
-55,086
| -34% | -$1.1M | 0.06% | 224 |
|
|
2024
Q3 | $3.09M | Sell |
161,820
-16,745
| -9% | -$320K | 0.09% | 152 |
|
|
2024
Q2 | $3.73M | Buy |
178,565
+42,234
| +31% | +$882K | 0.12% | 105 |
|
|
2024
Q1 | $2.82M | Buy |
136,331
+49,118
| +56% | +$1.02M | 0.1% | 140 |
|
|
2023
Q4 | $1.58M | Buy |
87,213
+34,417
| +65% | +$624K | 0.06% | 210 |
|
|
2023
Q3 | $978K | Buy |
+52,796
| New | +$978K | 0.04% | 286 |
|