Charles Schwab’s LiveVox Holding, Inc. Class A Common Stock LVOX Stock Holding History

Charles Schwab’s Portfolio LVOX Stock Details LVOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-65,639	Closed	-$219K	–	3578
2023 Q3	$219K	Hold	65,639	–	–	﹤0.01%	3272
2023 Q2	$181K	Buy	65,639 +12,597	+24%	+$35.1K	﹤0.01%	3315
2023 Q1	$164K	Buy	53,042 +4,198	+9%	+$11.1K	﹤0.01%	3189
2022 Q4	$145K	Hold	48,844	–	–	﹤0.01%	3228
2022 Q3	$145K	Sell	48,844 -16,128	-25%	-$34K	﹤0.01%	3195
2022 Q2	$108K	Buy	+64,972	New	+$160K	﹤0.01%	3283
2022 Q1	–	Sell	-11,916	Closed	-$62K	–	3638
2021 Q4	$62K	Hold	11,916	–	–	﹤0.01%	3491
2021 Q3	$78K	Buy	+11,916	New	+$86K	﹤0.01%	3407

Charles Schwab's LVOX Position: Q4 2023 in Review

Charles Schwab sold out of LiveVox Holding, Inc. Class A Common Stock (LVOX) in Q4 2023, closing a stake of 65,639 shares — an estimated $219K sold.

Charles Schwab first reported a position in LVOX in Q3 2021 and held it in 8 quarters. The position peaked at $219K in Q3 2023. 0 funds tracked by Wall St. Rank hold LVOX as of Q4 2023.

Charles Schwab reported no remaining LiveVox Holding, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Charles Schwab sold 65,639 LiveVox Holding, Inc. Class A Common Stock shares in Q4 2023, an estimated $219K.
Charles Schwab first reported a position in LiveVox Holding, Inc. Class A Common Stock in Q3 2021 and held it in 8 quarters.
Charles Schwab's LiveVox Holding, Inc. Class A Common Stock position peaked at $219K in Q3 2023.
0 funds tracked by Wall St. Rank held LiveVox Holding, Inc. Class A Common Stock as of Q4 2023.

Based on Charles Schwab's 13F filing for Q4 2023, filed 6 Feb 2024.