Anchor 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-750
| Closed | -$31.1K | – | 1045 |
|
2024
Q1 | $31.1K | Buy |
750
+250
| +50% | +$10.4K | ﹤0.01% | 605 |
|
2023
Q4 | $22.8K | Sell |
500
-550
| -52% | -$25K | ﹤0.01% | 635 |
|
2023
Q3 | $30.4K | Sell |
1,050
-50
| -5% | -$1.45K | ﹤0.01% | 590 |
|
2023
Q2 | $28.9K | Buy |
1,100
+1,000
| +1,000% | +$26.3K | ﹤0.01% | 598 |
|
2023
Q1 | $2.44K | Hold |
100
| – | – | ﹤0.01% | 891 |
|
2022
Q4 | $3.02K | Hold |
100
| – | – | ﹤0.01% | 850 |
|
2022
Q3 | $3.06K | Buy |
+100
| New | +$3.06K | ﹤0.01% | 857 |
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$30.7K | – | 831 |
|
2018
Q2 | $30.7K | Hold |
1,000
| – | – | 0.01% | 540 |
|
2018
Q1 | $27.8K | Sell |
1,000
-250
| -20% | -$6.95K | 0.01% | 542 |
|
2017
Q4 | $29.8K | Hold |
1,250
| – | – | 0.01% | 528 |
|
2017
Q3 | $29.3K | Buy |
1,250
+250
| +25% | +$5.86K | 0.01% | 517 |
|
2017
Q2 | $24.2K | Hold |
1,000
| – | – | 0.01% | 482 |
|
2017
Q1 | $21.7K | Hold |
1,000
| – | – | 0.01% | 480 |
|
2016
Q4 | $18.5K | Hold |
1,000
| – | – | 0.01% | 474 |
|
2016
Q3 | $14.4K | Hold |
1,000
| – | – | 0.01% | 484 |
|
2016
Q2 | $14.1K | Hold |
1,000
| – | – | 0.01% | 479 |
|
2016
Q1 | $15K | Buy |
+1,000
| New | +$15K | 0.01% | 455 |
|