Retirement Planning Company of New England’s LivePerson LPSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.9K | Sell |
31,543
-4,375
| -12% | -$4.42K | 0.01% | 233 |
|
|
2025
Q1 | $28.7K | Sell |
35,918
-3,939
| -10% | -$3.15K | 0.01% | 227 |
|
|
2024
Q4 | $60.6K | Sell |
39,857
-5,415
| -12% | -$8.23K | 0.03% | 228 |
|
|
2024
Q3 | $57.9K | Sell |
45,272
-17,220
| -28% | -$22K | 0.03% | 226 |
|
|
2024
Q2 | $36.3K | Sell |
62,492
-3,951
| -6% | -$2.29K | 0.02% | 211 |
|
|
2024
Q1 | $66.3K | Buy |
66,443
+20,627
| +45% | +$20.6K | 0.04% | 216 |
|
|
2023
Q4 | $174K | Buy |
45,816
+19,975
| +77% | +$75.7K | 0.08% | 224 |
|
|
2023
Q3 | $101K | Buy |
25,841
+3,130
| +14% | +$12.2K | 0.06% | 199 |
|
|
2023
Q2 | $103K | Buy |
+22,711
| New | +$103K | 0.06% | 220 |
|
|
2022
Q2 | – | Sell |
-20,339
| Closed | -$496K | – | 225 |
|
|
2022
Q1 | $496K | Buy |
20,339
+4,931
| +32% | +$120K | 0.28% | 113 |
|
|
2021
Q4 | $550K | Buy |
+15,408
| New | +$550K | 0.27% | 104 |
|