Advisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-483
| Closed | -$7K | – | 5273 |
|
|
2019
Q1 | $7K | Hold |
483
| – | – | ﹤0.01% | 4517 |
|
|
2018
Q4 | $7K | Buy |
483
+29
| +6% | +$420 | ﹤0.01% | 4358 |
|
|
2018
Q3 | $12K | Buy |
+454
| New | +$12K | ﹤0.01% | 4182 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$6K | – | 4973 |
|
|
2018
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 4322 |
|
|
2017
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 4402 |
|
|
2017
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 4265 |
|
|
2017
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 4233 |
|
|
2017
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 4207 |
|
|
2016
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 4021 |
|
|
2016
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 4067 |
|
|
2016
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 4090 |
|