Sequoia Financial 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 | $212K | Buy |
18,462
+242
| +1% | +$2.78K | ﹤0.01% | 1442 |
|
|
2025
Q1 | $288K | Sell |
18,220
-178
| -1% | -$2.82K | ﹤0.01% | 1073 |
|
|
2024
Q4 | $366K | Buy |
18,398
+319
| +2% | +$6.35K | ﹤0.01% | 927 |
|
|
2024
Q3 | $345K | Buy |
18,079
+191
| +1% | +$3.65K | ﹤0.01% | 906 |
|
|
2024
Q2 | $374K | Buy |
17,888
+71
| +0.4% | +$1.48K | ﹤0.01% | 804 |
|
|
2024
Q1 | $369K | Sell |
17,817
-85
| -0.5% | -$1.76K | ﹤0.01% | 787 |
|
|
2023
Q4 | $325K | Buy |
17,902
+621
| +4% | +$11.3K | ﹤0.01% | 892 |
|
|
2023
Q3 | $320K | Buy |
17,281
+430
| +3% | +$7.96K | 0.01% | 663 |
|
|
2023
Q2 | $225K | Buy |
16,851
+28
| +0.2% | +$374 | ﹤0.01% | 814 |
|
|
2023
Q1 | $216K | Buy |
16,823
+11
| +0.1% | +$141 | ﹤0.01% | 739 |
|
|
2022
Q4 | $269K | Buy |
+16,812
| New | +$269K | 0.01% | 622 |
|