Sargent Investment Group’s LivePerson LPSN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-11,237
Closed -$159K 189
2022
Q2
$159K Sell
11,237
-2,469
-18% -$34.9K 0.05% 170
2022
Q1
$335K Sell
13,706
-242
-2% -$5.92K 0.08% 140
2021
Q4
$498K Sell
13,948
-9,970
-42% -$356K 0.11% 116
2021
Q3
$1.41M Buy
23,918
+350
+1% +$20.6K 0.34% 55
2021
Q2
$1.49M Buy
23,568
+1,230
+6% +$77.8K 0.35% 53
2021
Q1
$1.18M Buy
22,338
+1,059
+5% +$55.8K 0.31% 63
2020
Q4
$1.32M Sell
21,279
-2,926
-12% -$182K 0.42% 52
2020
Q3
$1.26M Buy
24,205
+5,460
+29% +$284K 0.46% 48
2020
Q2
$805K Buy
18,745
+2,470
+15% +$106K 0.3% 62
2020
Q1
$370K Buy
+16,275
New +$370K 0.17% 103