Arbor Investment Advisors’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
Q4 | – | Sell |
-4,630
| Closed | -$219K | – | 116 |
|
|
2024
Q3 | $219K | Buy |
+4,630
| New | +$219K | 0.03% | 109 |
|
|
2024
Q1 | – | Sell |
-4,630
| Closed | -$211K | – | 112 |
|
|
2023
Q4 | $211K | Buy |
+4,630
| New | +$211K | 0.03% | 101 |
|
|
2022
Q2 | – | Sell |
-5,788
| Closed | -$295K | – | 111 |
|
|
2022
Q1 | $295K | Buy |
5,788
+2,200
| +61% | +$112K | 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 | +$246K | 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 | +$200K | 0.08% | 43 |
|