Allworth Financial’s LivePerson LPSN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41 Hold
40
﹤0.01% 4457
2025
Q1
$34 Hold
40
﹤0.01% 3985
2024
Q4
$58 Hold
40
﹤0.01% 3863
2024
Q3
$52 Hold
40
﹤0.01% 3684
2024
Q2
$40 Hold
40
﹤0.01% 3632
2024
Q1
$40 Buy
+40
New +$40 ﹤0.01% 3541
2022
Q4
Sell
-1,290
Closed -$12K 3117
2022
Q3
$12K Buy
+1,290
New +$12K ﹤0.01% 1560
2022
Q2
Sell
-1,020
Closed -$25K 2624
2022
Q1
$25K Buy
+1,020
New +$25K ﹤0.01% 1162