Aberdeen Group’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-336,721
| Closed | -$13.3M | – | 953 |
|
|
2024
Q4 | $13.3M | Buy |
336,721
+30,597
| +10% | +$1.21M | 0.03% | 451 |
|
|
2024
Q3 | $14.5M | Buy |
+306,124
| New | +$14.5M | 0.03% | 447 |
|
|
2023
Q2 | – | Sell |
-16,293
| Closed | -$397K | – | 926 |
|
|
2023
Q1 | $397K | Sell |
16,293
-582,792
| -97% | -$14.2M | ﹤0.01% | 854 |
|
|
2022
Q4 | $18.1M | Sell |
599,085
-298,704
| -33% | -$9.02M | 0.05% | 354 |
|
|
2022
Q3 | $27.5M | Buy |
897,789
+26,742
| +3% | +$818K | 0.08% | 260 |
|
|
2022
Q2 | $29.5M | Sell |
871,047
-27,158
| -3% | -$920K | 0.09% | 231 |
|
|
2022
Q1 | $45.7M | Buy |
898,205
+339,834
| +61% | +$17.3M | 0.12% | 188 |
|
|
2021
Q4 | $48.7M | Sell |
558,371
-115,322
| -17% | -$10.1M | 0.11% | 196 |
|
|
2021
Q3 | $42.9M | Buy |
673,693
+26,031
| +4% | +$1.66M | 0.1% | 215 |
|
|
2021
Q2 | $38.3M | Buy |
647,662
+176,566
| +37% | +$10.4M | 0.08% | 229 |
|
|
2021
Q1 | $32.4M | Buy |
+471,096
| New | +$32.4M | 0.07% | 255 |
|