Charles Schwab’s LivePerson LPSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
399,886
+1,625
| +0.4% | +$1.64K | ﹤0.01% | 3206 |
|
|
2025
Q1 | $318K | Buy |
398,261
+26,163
| +7% | +$20.9K | ﹤0.01% | 3195 |
|
|
2024
Q4 | $566K | Sell |
372,098
-30,247
| -8% | -$46K | ﹤0.01% | 3111 |
|
|
2024
Q3 | $515K | Buy |
402,345
+15,032
| +4% | +$19.2K | ﹤0.01% | 3148 |
|
|
2024
Q2 | $225K | Sell |
387,313
-229,890
| -37% | -$133K | ﹤0.01% | 3424 |
|
|
2024
Q1 | $616K | Buy |
617,203
+47,076
| +8% | +$47K | ﹤0.01% | 2947 |
|
|
2023
Q4 | $2.16M | Sell |
570,127
-6,327
| -1% | -$24K | ﹤0.01% | 2594 |
|
|
2023
Q3 | $2.24M | Buy |
576,454
+99,067
| +21% | +$385K | ﹤0.01% | 2560 |
|
|
2023
Q2 | $2.16M | Sell |
477,387
-44,748
| -9% | -$202K | ﹤0.01% | 2521 |
|
|
2023
Q1 | $2.3M | Sell |
522,135
-5,604
| -1% | -$24.7K | ﹤0.01% | 2487 |
|
|
2022
Q4 | $5.35M | Buy |
527,739
+16,276
| +3% | +$165K | ﹤0.01% | 2181 |
|
|
2022
Q3 | $4.82M | Buy |
511,463
+16,448
| +3% | +$155K | ﹤0.01% | 2231 |
|
|
2022
Q2 | $7M | Buy |
495,015
+9,996
| +2% | +$141K | ﹤0.01% | 2014 |
|
|
2022
Q1 | $11.8M | Buy |
485,019
+19,835
| +4% | +$484K | ﹤0.01% | 1855 |
|
|
2021
Q4 | $16.6M | Buy |
465,184
+13,634
| +3% | +$487K | ﹤0.01% | 1715 |
|
|
2021
Q3 | $26.6M | Buy |
451,550
+9,161
| +2% | +$540K | 0.01% | 1329 |
|
|
2021
Q2 | $28M | Buy |
442,389
+14,554
| +3% | +$920K | 0.01% | 1305 |
|
|
2021
Q1 | $22.6M | Buy |
427,835
+16,223
| +4% | +$856K | 0.01% | 1428 |
|
|
2020
Q4 | $25.6M | Buy |
411,612
+8,397
| +2% | +$523K | 0.01% | 1216 |
|
|
2020
Q3 | $21M | Sell |
403,215
-6,072
| -1% | -$316K | 0.01% | 1169 |
|
|
2020
Q2 | $17M | Buy |
409,287
+23,526
| +6% | +$975K | 0.01% | 1294 |
|
|
2020
Q1 | $8.78M | Buy |
385,761
+5,803
| +2% | +$132K | 0.01% | 1518 |
|
|
2019
Q4 | $14.1M | Buy |
379,958
+10,668
| +3% | +$395K | 0.01% | 1452 |
|
|
2019
Q3 | $13.2M | Buy |
369,290
+16,228
| +5% | +$579K | 0.01% | 1420 |
|
|
2019
Q2 | $9.9M | Buy |
353,062
+15,665
| +5% | +$439K | 0.01% | 1598 |
|
|
2019
Q1 | $9.79M | Buy |
337,397
+14,085
| +4% | +$409K | 0.01% | 1601 |
|
|
2018
Q4 | $6.1M | Buy |
323,312
+8,524
| +3% | +$161K | ﹤0.01% | 1782 |
|
|
2018
Q3 | $8.17M | Buy |
314,788
+21,367
| +7% | +$554K | 0.01% | 1772 |
|
|
2018
Q2 | $6.19M | Buy |
293,421
+10,518
| +4% | +$222K | ﹤0.01% | 1893 |
|
|
2018
Q1 | $4.63M | Sell |
282,903
-4,172
| -1% | -$68.2K | ﹤0.01% | 1986 |
|
|
2017
Q4 | $3.3M | Buy |
287,075
+7,519
| +3% | +$86.5K | ﹤0.01% | 2122 |
|
|
2017
Q3 | $3.79M | Buy |
279,556
+54,412
| +24% | +$737K | ﹤0.01% | 2023 |
|
|
2017
Q2 | $2.48M | Buy |
225,144
+18,116
| +9% | +$199K | ﹤0.01% | 2150 |
|
|
2017
Q1 | $1.42M | Buy |
207,028
+10,944
| +6% | +$75K | ﹤0.01% | 2310 |
|
|
2016
Q4 | $1.48M | Buy |
196,084
+9,856
| +5% | +$74.4K | ﹤0.01% | 2298 |
|
|
2016
Q3 | $1.57M | Buy |
186,228
+8,326
| +5% | +$70.1K | ﹤0.01% | 2250 |
|
|
2016
Q2 | $1.13M | Sell |
177,902
-16,138
| -8% | -$102K | ﹤0.01% | 2310 |
|
|
2016
Q1 | $1.14M | Buy |
194,040
+23,511
| +14% | +$138K | ﹤0.01% | 2286 |
|
|
2015
Q4 | $1.15M | Buy |
170,529
+3,965
| +2% | +$26.8K | ﹤0.01% | 2328 |
|
|
2015
Q3 | $1.26M | Sell |
166,564
-2,527
| -1% | -$19.1K | ﹤0.01% | 2296 |
|
|
2015
Q2 | $1.66M | Sell |
169,091
-231,163
| -58% | -$2.27M | ﹤0.01% | 2183 |
|
|
2015
Q1 | $4.1M | Buy |
400,254
+169,164
| +73% | +$1.73M | 0.01% | 1644 |
|
|
2014
Q4 | $3.26M | Buy |
231,090
+79,160
| +52% | +$1.12M | ﹤0.01% | 1725 |
|
|
2014
Q3 | $1.91M | Buy |
151,930
+12,747
| +9% | +$161K | ﹤0.01% | 1989 |
|
|
2014
Q2 | $1.41M | Sell |
139,183
-848
| -0.6% | -$8.61K | ﹤0.01% | 2166 |
|
|
2014
Q1 | $1.69M | Buy |
140,031
+3,180
| +2% | +$38.4K | ﹤0.01% | 2040 |
|
|
2013
Q4 | $2.03M | Buy |
136,851
+3,816
| +3% | +$56.6K | ﹤0.01% | 1920 |
|
|
2013
Q3 | $1.28M | Buy |
133,035
+14,623
| +12% | +$140K | ﹤0.01% | 2091 |
|
|
2013
Q2 | $1.1M | Buy |
+118,412
| New | +$1.1M | ﹤0.01% | 2112 |
|