Charles Schwab’s LifeVantage LFVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
+33,847
| New | +$443K | ﹤0.01% | 3177 |
|
|
2021
Q2 | – | Sell |
-28,113
| Closed | -$263K | – | 3480 |
|
|
2021
Q1 | $263K | Sell |
28,113
-33,993
| -55% | -$318K | ﹤0.01% | 3276 |
|
|
2020
Q4 | $579K | Hold |
62,106
| – | – | ﹤0.01% | 2939 |
|
|
2020
Q3 | $750K | Buy |
62,106
+17,899
| +40% | +$216K | ﹤0.01% | 2752 |
|
|
2020
Q2 | $598K | Buy |
44,207
+9,810
| +29% | +$133K | ﹤0.01% | 2765 |
|
|
2020
Q1 | $355K | Sell |
34,397
-38,360
| -53% | -$396K | ﹤0.01% | 2821 |
|
|
2019
Q4 | $1.14M | Hold |
72,757
| – | – | ﹤0.01% | 2554 |
|
|
2019
Q3 | $997K | Buy |
72,757
+38,360
| +112% | +$526K | ﹤0.01% | 2570 |
|
|
2019
Q2 | $447K | Buy |
+34,397
| New | +$447K | ﹤0.01% | 2859 |
|
|
2017
Q2 | – | Sell |
-21,200
| Closed | -$114K | – | 3121 |
|
|
2017
Q1 | $114K | Hold |
21,200
| – | – | ﹤0.01% | 2998 |
|
|
2016
Q4 | $173K | Hold |
21,200
| – | – | ﹤0.01% | 2987 |
|
|
2016
Q3 | $201K | Hold |
21,200
| – | – | ﹤0.01% | 2918 |
|
|
2016
Q2 | $289K | Buy |
+21,200
| New | +$289K | ﹤0.01% | 2797 |
|
|
2014
Q3 | – | Sell |
-2,363
| Closed | -$24K | – | 3079 |
|
|
2014
Q2 | $24K | Sell |
2,363
-34,078
| -94% | -$346K | ﹤0.01% | 3077 |
|
|
2014
Q1 | $335K | Buy |
36,441
+1,029
| +3% | +$9.46K | ﹤0.01% | 2754 |
|
|
2013
Q4 | $410K | Buy |
35,412
+1,234
| +4% | +$14.3K | ﹤0.01% | 2659 |
|
|
2013
Q3 | $556K | Sell |
34,178
-448
| -1% | -$7.29K | ﹤0.01% | 2507 |
|
|
2013
Q2 | $585K | Buy |
+34,626
| New | +$585K | ﹤0.01% | 2445 |
|