Allworth Financial’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 | $686 | Buy |
23
+10
| +77% | +$298 | ﹤0.01% | 4047 |
|
|
2025
Q1 | $344 | Buy |
13
+5
| +63% | +$132 | ﹤0.01% | 3763 |
|
|
2024
Q4 | $327 | Hold |
8
| – | – | ﹤0.01% | 3695 |
|
|
2024
Q3 | $379 | Hold |
8
| – | – | ﹤0.01% | 3477 |
|
|
2024
Q2 | $338 | Hold |
8
| – | – | ﹤0.01% | 3468 |
|
|
2024
Q1 | $333 | Hold |
8
| – | – | ﹤0.01% | 3376 |
|
|
2023
Q4 | $364 | Sell |
8
-25
| -76% | -$1.14K | ﹤0.01% | 3198 |
|
|
2023
Q3 | $956 | Hold |
33
| – | – | ﹤0.01% | 2866 |
|
|
2023
Q2 | $869 | Buy |
33
+8
| +32% | +$211 | ﹤0.01% | 2775 |
|
|
2023
Q1 | $610 | Sell |
25
-4
| -14% | -$98 | ﹤0.01% | 2805 |
|
|
2022
Q4 | $876 | Sell |
29
-320
| -92% | -$9.67K | ﹤0.01% | 2514 |
|
|
2022
Q3 | $11K | Buy |
349
+343
| +5,717% | +$10.8K | ﹤0.01% | 1621 |
|
|
2022
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2621 |
|