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Apollon Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Apollon Wealth Management’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,883
Closed -$231K – 1250
2024
Q3 		$231K Buy
+4,883
New +$204K 0.01% 1016
2024
Q1 		– Sell
-4,756
Closed -$216K – 1143
2023
Q4 		$216K Buy
+4,756
New +$160K 0.01% 974
2023
Q1 		– Sell
-8,212
Closed -$248K – 899
2022
Q4 		$248K Sell
8,212
-400
-5% -$12.8K 0.02% 720
2022
Q3 		$264K Sell
8,612
-99
-1% -$3.55K 0.02% 645
2022
Q2 		$295K Sell
8,711
-1,415
-14% -$58.5K 0.02% 570
2022
Q1 		$515K Buy
10,126
+786
+8% +$50.3K 0.04% 452
2021
Q4 		$815K Buy
9,340
+744
+9% +$61.9K 0.06% 341
2021
Q3 		$547K Buy
8,596
+298
+4% +$17.7K 0.08% 250
2021
Q2 		$490K Buy
8,298
+2,491
+43% +$156K 0.09% 220
2021
Q1 		$398K Buy
+5,807
New +$305K 0.08% 226

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Apollon Wealth Management's LOB Position: Q4 2024 in Review

Apollon Wealth Management sold out of Live Oak Bancshares (LOB) in Q4 2024, closing a stake of 4,883 shares — an estimated $231K sold.

Apollon Wealth Management first reported a position in LOB in Q1 2021 and held it in 10 quarters. The position peaked at $815K in Q4 2021. 215 funds tracked by Wall St. Rank hold LOB as of Q4 2024.

  • Apollon Wealth Management reported no remaining Live Oak Bancshares position as of Q4 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 4,883 Live Oak Bancshares shares in Q4 2024, an estimated $231K.
  • Apollon Wealth Management first reported a position in Live Oak Bancshares in Q1 2021 and held it in 10 quarters.
  • Apollon Wealth Management's Live Oak Bancshares position peaked at $815K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.