IFP Advisors’s LivePerson LPSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05K | Hold |
5,000
| – | – | ﹤0.01% | 3379 |
|
|
2025
Q1 | $4K | Buy |
+5,000
| New | +$4K | ﹤0.01% | 2917 |
|
|
2023
Q1 | – | Sell |
-41
| Closed | -$7K | – | 3997 |
|
|
2022
Q4 | $7K | Buy |
41
+11
| +37% | +$1.88K | ﹤0.01% | 3610 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 4602 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 4378 |
|
|
2022
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 4378 |
|
|
2021
Q4 | – | Sell |
-205
| Closed | -$12K | – | 3383 |
|
|
2021
Q3 | $12K | Hold |
205
| – | – | ﹤0.01% | 2145 |
|
|
2021
Q2 | $13K | Buy |
+205
| New | +$13K | ﹤0.01% | 2109 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3716 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3571 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3446 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3295 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3251 |
|
|
2019
Q4 | – | Sell |
-206
| Closed | -$7K | – | 3288 |
|
|
2019
Q3 | $7K | Buy |
+206
| New | +$7K | ﹤0.01% | 2218 |
|
|
2019
Q1 | – | Sell |
-446
| Closed | -$8K | – | 2936 |
|
|
2018
Q4 | $8K | Sell |
446
-322
| -42% | -$5.78K | ﹤0.01% | 2581 |
|
|
2018
Q3 | $20K | Hold |
768
| – | – | ﹤0.01% | 2427 |
|
|
2018
Q2 | $16K | Sell |
768
-3,552
| -82% | -$74K | ﹤0.01% | 2570 |
|
|
2018
Q1 | $50K | Hold |
4,320
| – | – | ﹤0.01% | 1807 |
|
|
2017
Q4 | $50K | Buy |
4,320
+3,552
| +463% | +$41.1K | ﹤0.01% | 1803 |
|
|
2017
Q3 | $10K | Hold |
768
| – | – | ﹤0.01% | 2981 |
|
|
2017
Q2 | $8K | Hold |
768
| – | – | ﹤0.01% | 3132 |
|
|
2017
Q1 | $5K | Buy |
768
+322
| +72% | +$2.1K | ﹤0.01% | 3266 |
|
|
2016
Q4 | $3K | Buy |
+446
| New | +$3K | ﹤0.01% | 3495 |
|