Arbor Investment Advisors’s Live Oak Bancshares LOB Stock Holding History

Arbor Investment Advisors’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	-4,630	Closed	-$219K	–	116
2024 Q3	$219K	Buy	+4,630	New	+$194K	0.03%	109
2024 Q1	–	Sell	-4,630	Closed	-$211K	–	112
2023 Q4	$211K	Buy	+4,630	New	+$155K	0.03%	101
2022 Q2	–	Sell	-5,788	Closed	-$295K	–	111
2022 Q1	$295K	Buy	5,788 +2,200	+61%	+$141K	0.06%	91
2021 Q4	$313K	Hold	3,588	–	–	0.06%	83
2021 Q3	$228K	Hold	3,588	–	–	0.05%	96
2021 Q2	$212K	Hold	3,588	–	–	0.04%	103
2021 Q1	$246K	Buy	+3,588	New	+$188K	0.06%	85
2018 Q3	–	Sell	-7,200	Closed	-$221K	–	59
2018 Q2	$221K	Hold	7,200	–	–	0.09%	48
2018 Q1	$200K	Buy	+7,200	New	+$190K	0.08%	43

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Arbor Investment Advisors's LOB Position: Q4 2024 in Review

Arbor Investment Advisors sold out of Live Oak Bancshares (LOB) in Q4 2024, closing a stake of 4,630 shares — an estimated $219K sold.

Arbor Investment Advisors first reported a position in LOB in Q1 2018 and held it in 9 quarters. The position peaked at $313K in Q4 2021. 215 funds tracked by Wall St. Rank hold LOB as of Q4 2024.

Arbor Investment Advisors reported no remaining Live Oak Bancshares position as of Q4 2024 after selling out during the quarter.
Arbor Investment Advisors sold 4,630 Live Oak Bancshares shares in Q4 2024, an estimated $219K.
Arbor Investment Advisors first reported a position in Live Oak Bancshares in Q1 2018 and held it in 9 quarters.
Arbor Investment Advisors's Live Oak Bancshares position peaked at $313K in Q4 2021.
215 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2024.

Based on Arbor Investment Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.