Aigen Investment Management’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 | $253K | Buy |
+8,481
| New | +$253K | 0.03% | 587 |
|
2023
Q1 | – | Sell |
-6,812
| Closed | -$206K | – | 732 |
|
2022
Q4 | $206K | Buy |
+6,812
| New | +$206K | 0.03% | 455 |
|
2021
Q3 | – | Sell |
-7,305
| Closed | -$431K | – | 580 |
|
2021
Q2 | $431K | Sell |
7,305
-2,105
| -22% | -$124K | 0.08% | 257 |
|
2021
Q1 | $644K | Buy |
9,410
+1,696
| +22% | +$116K | 0.09% | 250 |
|
2020
Q4 | $366K | Buy |
+7,714
| New | +$366K | 0.05% | 496 |
|
2020
Q2 | – | Sell |
-3,838
| Closed | -$48K | – | 1090 |
|
2020
Q1 | $48K | Sell |
3,838
-4,103
| -52% | -$51.3K | 0.01% | 1000 |
|
2019
Q4 | $151K | Buy |
+7,941
| New | +$151K | 0.03% | 607 |
|