Allegiance Financial Group Advisory Services’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 |
-6,313
| Closed | -$250K | – | 147 |
|
|
2024
Q4 | $250K | Buy |
6,313
+940
| +17% | +$37.2K | 0.08% | 77 |
|
|
2024
Q3 | $255K | Sell |
5,373
-2,019
| -27% | -$95.6K | 0.09% | 64 |
|
|
2024
Q2 | $259K | Sell |
7,392
-2,325
| -24% | -$81.5K | 0.1% | 58 |
|
|
2024
Q1 | $403K | Buy |
9,717
+1,095
| +13% | +$45.5K | 0.17% | 51 |
|
|
2023
Q4 | $392K | Sell |
8,622
-1,500
| -15% | -$68.2K | 0.18% | 50 |
|
|
2023
Q3 | $293K | Buy |
10,122
+2,139
| +27% | +$61.9K | 0.17% | 52 |
|
|
2023
Q2 | $210K | Buy |
+7,983
| New | +$210K | 0.12% | 59 |
|
|
2023
Q1 | – | Sell |
-7,982
| Closed | -$241K | – | 69 |
|
|
2022
Q4 | $241K | Buy |
+7,982
| New | +$241K | 0.23% | 57 |
|