Charles Schwab’s Lifestance Health LFST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.82M	Buy	1,542,105 +84,583	+6%	+$589K	﹤0.01%	2103
2025 Q4	$10.3M	Buy	1,457,522 +86,287	+6%	+$521K	﹤0.01%	2129
2025 Q3	$7.54M	Buy	1,371,235 +267,252	+24%	+$1.31M	﹤0.01%	2247
2025 Q2	$5.71M	Sell	1,103,983 -58,153	-5%	-$348K	﹤0.01%	2282
2025 Q1	$7.74M	Buy	1,162,136 +48,637	+4%	+$370K	﹤0.01%	2072
2024 Q4	$8.21M	Buy	1,113,499 +9,046	+0.8%	+$64.9K	﹤0.01%	2103
2024 Q3	$7.73M	Buy	1,104,453 +297,723	+37%	+$1.79M	﹤0.01%	2165
2024 Q2	$3.96M	Buy	806,730 +52,115	+7%	+$314K	﹤0.01%	2443
2024 Q1	$4.66M	Buy	754,615 +9,998	+1%	+$67.3K	﹤0.01%	2314
2023 Q4	$5.83M	Buy	744,617 +5,112	+0.7%	+$33K	﹤0.01%	2242
2023 Q3	$5.08M	Buy	739,505 +7,868	+1%	+$63.8K	﹤0.01%	2255
2023 Q2	$6.68M	Buy	731,637 +85,315	+13%	+$709K	﹤0.01%	2101
2023 Q1	$4.8M	Sell	646,322 -3,293	-0.5%	-$18.3K	﹤0.01%	2219
2022 Q4	$3.21M	Buy	649,615 +13,396	+2%	+$82.8K	﹤0.01%	2410
2022 Q3	$4.21M	Buy	636,219 +276,764	+77%	+$1.93M	﹤0.01%	2301
2022 Q2	$2M	Sell	359,455 -8,325	-2%	-$63.8K	﹤0.01%	2568
2022 Q1	$3.72M	Buy	367,780 +66,348	+22%	+$582K	﹤0.01%	2416
2021 Q4	$2.87M	Buy	301,432 +26,360	+10%	+$280K	﹤0.01%	2580
2021 Q3	$3.99M	Buy	+275,072	New	+$5.3M	﹤0.01%	2472