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Sowell Financial Services’s Liberty Energy LBRT Stock Holding History

Sowell 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
2025
Q4 		– Sell
-10,060
Closed -$124K – 1151
2025
Q3 		$124K Sell
10,060
-619
-6% -$7.16K ﹤0.01% 1034
2025
Q2 		$123K Buy
10,679
+461
+5% +$5.58K 0.01% 1002
2025
Q1 		$162K Buy
+10,218
New +$183K 0.01% 945

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Geode Capital Management
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NAMI
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Millennium Management
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Charles Schwab
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Sowell Financial Services's LBRT Position: Q4 2025 in Review

Sowell Financial Services sold out of Liberty Energy (LBRT) in Q4 2025, closing a stake of 10,060 shares — an estimated $124K sold.

Sowell Financial Services first reported a position in LBRT in Q1 2025 and held it in 3 quarters. The position peaked at $162K in Q1 2025. 341 funds tracked by Wall St. Rank hold LBRT as of Q4 2025.

  • Sowell Financial Services reported no remaining Liberty Energy position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 10,060 Liberty Energy shares in Q4 2025, an estimated $124K.
  • Sowell Financial Services first reported a position in Liberty Energy in Q1 2025 and held it in 3 quarters.
  • Sowell Financial Services's Liberty Energy position peaked at $162K in Q1 2025.
  • 341 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.