Advisory Services Network’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
Q2 | $292K | Sell |
9,247
-8,772
| -49% | -$277K | ﹤0.01% | 1424 |
|
|
2025
Q1 | $480K | Sell |
18,019
-19,439
| -52% | -$518K | 0.01% | 1077 |
|
|
2024
Q4 | $1.48M | Buy |
37,458
+1,605
| +4% | +$63.5K | 0.03% | 592 |
|
|
2024
Q3 | $1.26M | Hold |
35,853
| – | – | 0.03% | 633 |
|
|
2024
Q2 | $1.26M | Sell |
35,853
-2,980
| -8% | -$104K | 0.03% | 633 |
|
|
2024
Q1 | $1.61M | Sell |
38,833
-760
| -2% | -$31.5K | 0.04% | 523 |
|
|
2023
Q4 | $1.8M | Sell |
39,593
-664
| -2% | -$30.2K | 0.04% | 455 |
|
|
2023
Q3 | $1.17M | Sell |
40,257
-2,193
| -5% | -$63.5K | 0.03% | 583 |
|
|
2023
Q2 | $1.12M | Sell |
42,450
-1,348
| -3% | -$35.5K | 0.03% | 587 |
|
|
2023
Q1 | $1.07M | Buy |
43,798
+365
| +0.8% | +$8.9K | 0.03% | 593 |
|
|
2022
Q4 | $1.31M | Sell |
43,433
-996
| -2% | -$30.1K | 0.04% | 501 |
|
|
2022
Q3 | $1.36M | Sell |
44,429
-9,588
| -18% | -$293K | 0.05% | 446 |
|
|
2022
Q2 | $1.83M | Sell |
54,017
-1,712
| -3% | -$58K | 0.06% | 383 |
|
|
2022
Q1 | $2.84M | Buy |
55,729
+3,368
| +6% | +$171K | 0.08% | 291 |
|
|
2021
Q4 | $4.57M | Buy |
52,361
+1,661
| +3% | +$145K | 0.13% | 184 |
|
|
2021
Q3 | $3.23M | Sell |
50,700
-3,681
| -7% | -$234K | 0.1% | 249 |
|
|
2021
Q2 | $3.21M | Buy |
54,381
+3,645
| +7% | +$215K | 0.1% | 252 |
|
|
2021
Q1 | $3.48M | Buy |
50,736
+26,858
| +112% | +$1.84M | 0.13% | 203 |
|
|
2020
Q4 | $1.13M | Buy |
23,878
+23,778
| +23,778% | +$1.13M | 0.05% | 457 |
|
|
2020
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2971 |
|
|
2019
Q2 | – | Sell |
-300
| Closed | -$4K | – | 2876 |
|
|
2019
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 2176 |
|
|
2018
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 2128 |
|
|
2018
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 1894 |
|
|
2018
Q2 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 1831 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$12K | – | 2664 |
|
|
2017
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 1773 |
|
|
2017
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 1552 |
|
|
2017
Q2 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 1502 |
|