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 |
|