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Stratos Wealth Partners’s Liberty Energy LBRT Stock Holding History

Stratos Wealth Partners’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
-14,887
Closed -$171K – 1580
2025
Q2 		$171K Buy
14,887
+2,087
+16% +$25.3K ﹤0.01% 1354
2025
Q1 		$203K Sell
12,800
-939
-7% -$16.9K ﹤0.01% 1272
2024
Q4 		$273K Buy
+13,739
New +$254K ﹤0.01% 1186

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Franklin Resources
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American Century Companies
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stratos Wealth Partners's LBRT Position: Q3 2025 in Review

Stratos Wealth Partners sold out of Liberty Energy (LBRT) in Q3 2025, closing a stake of 14,887 shares — an estimated $171K sold.

Stratos Wealth Partners first reported a position in LBRT in Q4 2024 and held it in 3 quarters. The position peaked at $273K in Q4 2024. 338 funds tracked by Wall St. Rank hold LBRT as of Q3 2025.

  • Stratos Wealth Partners reported no remaining Liberty Energy position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 14,887 Liberty Energy shares in Q3 2025, an estimated $171K.
  • Stratos Wealth Partners first reported a position in Liberty Energy in Q4 2024 and held it in 3 quarters.
  • Stratos Wealth Partners's Liberty Energy position peaked at $273K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2025.

Based on Stratos Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.