VCM
LBRT icon

Versant Capital Management’s Liberty Energy LBRT Stock Holding History

Versant Capital Management’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
2026
Q2 		$3.51K Hold
134
– – ﹤0.01% 2499
2026
Q1 		$3.86K Buy
+134
New +$3.42K ﹤0.01% 2447
2025
Q4 		– Sell
-70
Closed -$864 – 2699
2025
Q3 		$864 Sell
70
-681
-91% -$7.88K ﹤0.01% 2524
2025
Q2 		$8.62K Buy
751
+672
+851% +$8.14K ﹤0.01% 1952
2025
Q1 		$1.25K Sell
79
-237
-75% -$4.25K ﹤0.01% 2328
2024
Q4 		$6.29K Sell
316
-84
-21% -$1.55K ﹤0.01% 1649
2024
Q3 		$7.64K Buy
400
+330
+471% +$6.81K ﹤0.01% 1154
2024
Q2 		$1.46K Hold
70
– – ﹤0.01% 1591
2024
Q1 		$1.45K Hold
70
– – ﹤0.01% 1447
2023
Q4 		$1.27K Hold
70
– – ﹤0.01% 1434
2023
Q3 		$1.3K Sell
70
-53
-43% -$874 ﹤0.01% 1456
2023
Q2 		$1.65K Buy
123
+53
+76% +$687 ﹤0.01% 1445
2023
Q1 		$897 Hold
70
– – ﹤0.01% 1469
2022
Q4 		$1.12K Hold
70
– – ﹤0.01% 1272
2022
Q3 		$1K Hold
70
– – ﹤0.01% 1274
2022
Q2 		$1K Hold
70
– – ﹤0.01% 1292
2022
Q1 		$1K Hold
70
– – ﹤0.01% 1309
2021
Q4 		$1K Hold
70
– – ﹤0.01% 1290
2021
Q3 		$1K Hold
70
– – ﹤0.01% 1297
2021
Q2 		$1K Hold
70
– – ﹤0.01% 1303
2021
Q1 		$1K Hold
70
– – ﹤0.01% 1383
2020
Q4 		$0 Hold
70
– – ﹤0.01% 1444
2020
Q3 		$0 Hold
70
– – ﹤0.01% 1412
2020
Q2 		$0 Hold
70
– – ﹤0.01% 1442
2020
Q1 		$0 Buy
+70
New +$489 ﹤0.01% 1510
2019
Q4 		– Sell
-66
Closed – – 1474
2019
Q3 		$0 Buy
66
+37
+128% +$454 ﹤0.01% 1485
2019
Q2 		$0 Buy
+29
New +$444 ﹤0.01% 1560

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SIC
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FCBT
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GI
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GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
JWA
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CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return