Advisory Services Network’s Live Oak Bancshares LOB Stock Holding History

Advisory Services Network’s Portfolio LOB Stock Details LOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Buy	7,229 +40	+0.6%	+$1.47K	﹤0.01%	1719
2025 Q4	$247K	Sell	7,189 -1,900	-21%	-$63.6K	﹤0.01%	1592
2025 Q3	$320K	Sell	9,089 -158	-2%	-$5.44K	﹤0.01%	1424
2025 Q2	$292K	Sell	9,247 -8,772	-49%	-$237K	﹤0.01%	1424
2025 Q1	$480K	Sell	18,019 -19,439	-52%	-$646K	0.01%	1077
2024 Q4	$1.48M	Buy	37,458 +1,605	+4%	+$72.2K	0.03%	592
2024 Q3	$1.26M	Hold	35,853	–	–	0.03%	633
2024 Q2	$1.26M	Sell	35,853 -2,980	-8%	-$106K	0.03%	633
2024 Q1	$1.61M	Sell	38,833 -760	-2%	-$30.3K	0.04%	523
2023 Q4	$1.8M	Sell	39,593 -664	-2%	-$22.3K	0.04%	455
2023 Q3	$1.17M	Sell	40,257 -2,193	-5%	-$70.5K	0.03%	583
2023 Q2	$1.12M	Sell	42,450 -1,348	-3%	-$31.7K	0.03%	587
2023 Q1	$1.07M	Buy	43,798 +365	+0.8%	+$11.4K	0.03%	593
2022 Q4	$1.31M	Sell	43,433 -996	-2%	-$31.8K	0.04%	501
2022 Q3	$1.36M	Sell	44,429 -9,588	-18%	-$344K	0.05%	446
2022 Q2	$1.83M	Sell	54,017 -1,712	-3%	-$70.8K	0.06%	383
2022 Q1	$2.84M	Buy	55,729 +3,368	+6%	+$216K	0.08%	291
2021 Q4	$4.57M	Buy	52,361 +1,661	+3%	+$138K	0.13%	184
2021 Q3	$3.23M	Sell	50,700 -3,681	-7%	-$218K	0.1%	249
2021 Q2	$3.21M	Buy	54,381 +3,645	+7%	+$229K	0.1%	252
2021 Q1	$3.48M	Buy	50,736 +26,858	+112%	+$1.41M	0.13%	203
2020 Q4	$1.13M	Buy	23,878 +23,778	+23,778%	+$953K	0.05%	457
2020 Q3	$3K	Buy	+100	New	+$1.95K	﹤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	+$8.8K	﹤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