Bank of Montreal’s LivePerson LPSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Hold |
10,000
| – | – | ﹤0.01% | 3055 |
|
|
2025
Q1 | $7.99K | Hold |
10,000
| – | – | ﹤0.01% | 3021 |
|
|
2024
Q4 | $15.2K | Hold |
10,000
| – | – | ﹤0.01% | 2962 |
|
|
2024
Q3 | $12.6K | Sell |
10,000
-1
| -0% | -$1 | ﹤0.01% | 3276 |
|
|
2024
Q2 | $6.08K | Buy |
+10,001
| New | +$6.08K | ﹤0.01% | 3395 |
|
|
2024
Q1 | – | Sell |
-38,800
| Closed | -$147K | – | 3697 |
|
|
2023
Q4 | $147K | Buy |
+38,800
| New | +$147K | ﹤0.01% | 2843 |
|
|
2023
Q2 | – | Sell |
-14,750
| Closed | -$185K | – | 3695 |
|
|
2023
Q1 | $185K | Sell |
14,750
-35,814
| -71% | -$448K | ﹤0.01% | 2791 |
|
|
2022
Q4 | $546K | Sell |
50,564
-120,947
| -71% | -$1.31M | ﹤0.01% | 2180 |
|
|
2022
Q3 | $1.67K | Buy |
171,511
+4,357
| +3% | +$42 | ﹤0.01% | 1623 |
|
|
2022
Q2 | $2.6K | Sell |
167,154
-34,109
| -17% | -$530 | ﹤0.01% | 1474 |
|
|
2022
Q1 | $5.22M | Sell |
201,263
-13,500
| -6% | -$350K | ﹤0.01% | 1195 |
|
|
2021
Q4 | $7.87M | Buy |
214,763
+1,728
| +0.8% | +$63.3K | ﹤0.01% | 1020 |
|
|
2021
Q3 | $12.5M | Buy |
213,035
+12,224
| +6% | +$717K | 0.01% | 1060 |
|
|
2021
Q2 | $13.1M | Buy |
200,811
+110,973
| +124% | +$7.22M | 0.01% | 1068 |
|
|
2021
Q1 | $5.1M | Buy |
89,838
+68,204
| +315% | +$3.87M | ﹤0.01% | 1181 |
|
|
2020
Q4 | $1.34M | Buy |
21,634
+10,968
| +103% | +$680K | ﹤0.01% | 1714 |
|
|
2020
Q3 | $593K | Sell |
10,666
-1,633
| -13% | -$90.8K | ﹤0.01% | 1929 |
|
|
2020
Q2 | $540K | Buy |
12,299
+5,950
| +94% | +$261K | ﹤0.01% | 1924 |
|
|
2020
Q1 | $132K | Sell |
6,349
-6,749
| -52% | -$140K | ﹤0.01% | 2217 |
|
|
2019
Q4 | $485K | Buy |
13,098
+1,481
| +13% | +$54.8K | ﹤0.01% | 2258 |
|
|
2019
Q3 | $415K | Buy |
11,617
+316
| +3% | +$11.3K | ﹤0.01% | 2101 |
|
|
2019
Q2 | $317K | Buy |
11,301
+5,077
| +82% | +$142K | ﹤0.01% | 2280 |
|
|
2019
Q1 | $180K | Sell |
6,224
-832
| -12% | -$24.1K | ﹤0.01% | 2404 |
|
|
2018
Q4 | $133K | Buy |
7,056
+431
| +7% | +$8.12K | ﹤0.01% | 2509 |
|
|
2018
Q3 | $172K | Hold |
6,625
| – | – | ﹤0.01% | 2551 |
|
|
2018
Q2 | $139K | Buy |
6,625
+401
| +6% | +$8.41K | ﹤0.01% | 2666 |
|
|
2018
Q1 | $101K | Hold |
6,224
| – | – | ﹤0.01% | 2720 |
|
|
2017
Q4 | $71K | Sell |
6,224
-303
| -5% | -$3.46K | ﹤0.01% | 2836 |
|
|
2017
Q3 | $89K | Buy |
6,527
+2,802
| +75% | +$38.2K | ﹤0.01% | 2780 |
|
|
2017
Q2 | $41K | Hold |
3,725
| – | – | ﹤0.01% | 2998 |
|
|
2017
Q1 | $26K | Buy |
3,725
+624
| +20% | +$4.36K | ﹤0.01% | 3027 |
|
|
2016
Q4 | $25K | Hold |
3,101
| – | – | ﹤0.01% | 3029 |
|
|
2016
Q3 | $26K | Buy |
3,101
+3,071
| +10,237% | +$25.7K | ﹤0.01% | 2998 |
|
|
2016
Q2 | $0 | Buy |
+30
| New | – | ﹤0.01% | 3877 |
|
|
2016
Q1 | – | Sell |
-1,153
| Closed | -$8K | – | 3983 |
|
|
2015
Q4 | $8K | Hold |
1,153
| – | – | ﹤0.01% | 3429 |
|
|
2015
Q3 | $9K | Hold |
1,153
| – | – | ﹤0.01% | 3252 |
|
|
2015
Q2 | $11K | Sell |
1,153
-18,602
| -94% | -$177K | ﹤0.01% | 3236 |
|
|
2015
Q1 | $202K | Sell |
19,755
-1,928
| -9% | -$19.7K | ﹤0.01% | 2157 |
|
|
2014
Q4 | $306K | Hold |
21,683
| – | – | ﹤0.01% | 1954 |
|
|
2014
Q3 | $273K | Sell |
21,683
-1,454
| -6% | -$18.3K | ﹤0.01% | 1978 |
|
|
2014
Q2 | $234K | Sell |
23,137
-204,046
| -90% | -$2.06M | ﹤0.01% | 2069 |
|
|
2014
Q1 | $2.74M | Sell |
227,183
-150,194
| -40% | -$1.81M | ﹤0.01% | 967 |
|
|
2013
Q4 | $5.59M | Buy |
377,377
+376,193
| +31,773% | +$5.58M | 0.01% | 745 |
|
|
2013
Q3 | $11K | Hold |
1,184
| – | – | ﹤0.01% | 2969 |
|
|
2013
Q2 | $11K | Buy |
+1,184
| New | +$11K | ﹤0.01% | 2856 |
|