Amalgamated Bank’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Hold |
1,201
| – | – | ﹤0.01% | 1919 |
|
|
2025
Q1 | $32K | Buy |
1,201
+53
| +5% | +$1.41K | ﹤0.01% | 1916 |
|
|
2024
Q4 | $45K | Hold |
1,148
| – | – | ﹤0.01% | 1860 |
|
|
2024
Q3 | $54K | Hold |
1,148
| – | – | ﹤0.01% | 1820 |
|
|
2024
Q2 | $40K | Hold |
1,148
| – | – | ﹤0.01% | 1910 |
|
|
2024
Q1 | $48K | Sell |
1,148
-1,801
| -61% | -$75.3K | ﹤0.01% | 1878 |
|
|
2023
Q4 | $134K | Sell |
2,949
-341
| -10% | -$15.5K | ﹤0.01% | 1915 |
|
|
2023
Q3 | $95K | Hold |
3,290
| – | – | ﹤0.01% | 2022 |
|
|
2023
Q2 | $87K | Sell |
3,290
-1,046
| -24% | -$27.7K | ﹤0.01% | 2116 |
|
|
2023
Q1 | $106K | Sell |
4,336
-702
| -14% | -$17.2K | ﹤0.01% | 2035 |
|
|
2022
Q4 | $152K | Hold |
5,038
| – | – | ﹤0.01% | 1956 |
|
|
2022
Q3 | $154K | Buy |
5,038
+63
| +1% | +$1.93K | ﹤0.01% | 1951 |
|
|
2022
Q2 | $169K | Sell |
4,975
-247
| -5% | -$8.39K | ﹤0.01% | 1948 |
|
|
2022
Q1 | $266K | Sell |
5,222
-372
| -7% | -$18.9K | ﹤0.01% | 1820 |
|
|
2021
Q4 | $488K | Sell |
5,594
-35
| -0.6% | -$3.05K | ﹤0.01% | 1591 |
|
|
2021
Q3 | $358K | Sell |
5,629
-324
| -5% | -$20.6K | ﹤0.01% | 1760 |
|
|
2021
Q2 | $351K | Buy |
+5,953
| New | +$351K | ﹤0.01% | 1809 |
|