EP Wealth Advisors’s LifeVantage LFVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,675
| Closed | -$362K | – | 1340 |
|
|
2024
Q4 | $362K | Hold |
20,675
| – | – | ﹤0.01% | 796 |
|
|
2024
Q3 | $250K | Hold |
20,675
| – | – | ﹤0.01% | 938 |
|
|
2024
Q2 | $133K | Hold |
20,675
| – | – | ﹤0.01% | 806 |
|
|
2024
Q1 | $125K | Buy |
20,675
+1,226
| +6% | +$7.42K | ﹤0.01% | 784 |
|
|
2023
Q4 | $117K | Hold |
19,449
| – | – | ﹤0.01% | 776 |
|
|
2023
Q3 | $125K | Sell |
19,449
-952
| -5% | -$6.14K | ﹤0.01% | 715 |
|
|
2023
Q2 | $84.6K | Buy |
20,401
+14,941
| +274% | +$62K | ﹤0.01% | 671 |
|
|
2023
Q1 | $574K | Buy |
+5,460
| New | +$574K | 0.01% | 388 |
|
|
2022
Q2 | – | Sell |
-49,217
| Closed | -$234K | – | 670 |
|
|
2022
Q1 | $234K | Buy |
+49,217
| New | +$234K | 0.01% | 535 |
|