Summit Global Investments’s Liberty Energy LBRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-70,234
| Closed | -$1.3M | – | 561 |
|
|
2023
Q3 | $1.3M | Sell |
70,234
-7,747
| -10% | -$144K | 0.09% | 171 |
|
|
2023
Q2 | $1.04M | Sell |
77,981
-477
| -0.6% | -$6.38K | 0.07% | 219 |
|
|
2023
Q1 | $1.01M | Buy |
78,458
+7,600
| +11% | +$97.4K | 0.08% | 238 |
|
|
2022
Q4 | $1.13M | Buy |
70,858
+202
| +0.3% | +$3.23K | 0.1% | 183 |
|
|
2022
Q3 | $896K | Buy |
70,656
+32,456
| +85% | +$412K | 0.08% | 207 |
|
|
2022
Q2 | $487K | Buy |
+38,200
| New | +$487K | 0.04% | 316 |
|