Steward Partners Investment Advisory’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 | $41.8K | Sell |
3,640
-1,250
| -26% | -$14.4K | ﹤0.01% | 2561 |
|
|
2025
Q1 | $77.4K | Buy |
4,890
+150
| +3% | +$2.38K | ﹤0.01% | 2166 |
|
|
2024
Q4 | $94.3K | Sell |
4,740
-1,125
| -19% | -$22.4K | ﹤0.01% | 2013 |
|
|
2024
Q3 | $112K | Sell |
5,865
-4,650
| -44% | -$88.8K | ﹤0.01% | 1822 |
|
|
2024
Q2 | $220K | Buy |
10,515
+4,665
| +80% | +$97.5K | ﹤0.01% | 1399 |
|
|
2024
Q1 | $121K | Buy |
5,850
+4,750
| +432% | +$98.4K | ﹤0.01% | 1662 |
|
|
2023
Q4 | $20K | Sell |
1,100
-400
| -27% | -$7.26K | ﹤0.01% | 2411 |
|
|
2023
Q3 | $27.8K | Buy |
+1,500
| New | +$27.8K | ﹤0.01% | 2160 |
|