AWM
Apollon Wealth Management’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,883
| Closed | -$231K | – | 1249 |
|
|
2024
Q3 | $231K | Buy |
+4,883
| New | +$231K | 0.01% | 1016 |
|
|
2024
Q1 | – | Sell |
-4,756
| Closed | -$216K | – | 1143 |
|
|
2023
Q4 | $216K | Buy |
+4,756
| New | +$216K | 0.01% | 974 |
|
|
2023
Q1 | – | Sell |
-8,212
| Closed | -$248K | – | 898 |
|
|
2022
Q4 | $248K | Sell |
8,212
-400
| -5% | -$12.1K | 0.02% | 720 |
|
|
2022
Q3 | $264K | Sell |
8,612
-99
| -1% | -$3.04K | 0.02% | 645 |
|
|
2022
Q2 | $295K | Sell |
8,711
-1,415
| -14% | -$47.9K | 0.02% | 570 |
|
|
2022
Q1 | $515K | Buy |
10,126
+786
| +8% | +$40K | 0.04% | 452 |
|
|
2021
Q4 | $815K | Buy |
9,340
+744
| +9% | +$64.9K | 0.06% | 341 |
|
|
2021
Q3 | $547K | Buy |
8,596
+298
| +4% | +$19K | 0.08% | 250 |
|
|
2021
Q2 | $490K | Buy |
8,298
+2,491
| +43% | +$147K | 0.09% | 220 |
|
|
2021
Q1 | $398K | Buy |
+5,807
| New | +$398K | 0.08% | 226 |
|