Spirit of America Management Corp’s Liberty Energy LBRT Stock Holding History

Spirit of America Management Corp’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 Q3	–	Sell	-4,000	Closed	-$45.9K	–	316
2025 Q2	$45.9K	Hold	4,000	–	–	0.01%	296
2025 Q1	$63.3K	Sell	4,000 -3,000	-43%	-$53.9K	0.01%	292
2024 Q4	$139K	Hold	7,000	–	–	0.03%	261
2024 Q3	$134K	Hold	7,000	–	–	0.03%	269
2024 Q2	$146K	Hold	7,000	–	–	0.03%	255
2024 Q1	$145K	Hold	7,000	–	–	0.03%	238
2023 Q4	$127K	Buy	+7,000	New	+$133K	0.03%	237

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Spirit of America Management Corp's LBRT Position: Q3 2025 in Review

Spirit of America Management Corp sold out of Liberty Energy (LBRT) in Q3 2025, closing a stake of 4,000 shares — an estimated $45.9K sold.

Spirit of America Management Corp first reported a position in LBRT in Q4 2023 and held it in 7 quarters. The position peaked at $146K in Q2 2024. 338 funds tracked by Wall St. Rank hold LBRT as of Q3 2025.

Spirit of America Management Corp reported no remaining Liberty Energy position as of Q3 2025 after selling out during the quarter.
Spirit of America Management Corp sold 4,000 Liberty Energy shares in Q3 2025, an estimated $45.9K.
Spirit of America Management Corp first reported a position in Liberty Energy in Q4 2023 and held it in 7 quarters.
Spirit of America Management Corp's Liberty Energy position peaked at $146K in Q2 2024.
338 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2025.

Based on Spirit of America Management Corp's 13F filing for Q3 2025, filed 15 Oct 2025.