Bank of America’s Live Oak Bancshares LOB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.77M Sell
174,613
-13,954
-7% -$514K ﹤0.01% 3351
2025
Q4
$6.48M Sell
188,567
-9,986
-5% -$334K ﹤0.01% 3181
2025
Q3
$6.99M Buy
198,553
+69,730
+54% +$2.4M ﹤0.01% 3677
2025
Q2
$3.84M Buy
128,823
+14,382
+13% +$388K ﹤0.01% 4157
2025
Q1
$3.05M Buy
114,441
+53,981
+89% +$1.79M ﹤0.01% 4298
2024
Q4
$2.39M Sell
60,460
-41,470
-41% -$1.87M ﹤0.01% 4297
2024
Q3
$4.83M Sell
101,930
-9,595
-9% -$401K ﹤0.01% 3765
2024
Q2
$3.91M Sell
111,525
-37,385
-25% -$1.32M ﹤0.01% 3848
2024
Q1
$6.18M Buy
148,910
+28,723
+24% +$1.14M ﹤0.01% 3426
2023
Q4
$5.47M Sell
120,187
-12,215
-9% -$410K ﹤0.01% 3480
2023
Q3
$3.83M Sell
132,402
-6,126
-4% -$197K ﹤0.01% 3651
2023
Q2
$3.64M Sell
138,528
-37,397
-21% -$880K ﹤0.01% 3689
2023
Q1
$4.29M Buy
175,925
+48,180
+38% +$1.51M ﹤0.01% 3670
2022
Q4
$3.86M Buy
127,745
+11,428
+10% +$365K ﹤0.01% 3637
2022
Q3
$3.56M Sell
116,317
-19,814
-15% -$711K ﹤0.01% 3697
2022
Q2
$4.61M Buy
136,131
+32,921
+32% +$1.36M ﹤0.01% 3494
2022
Q1
$5.25M Buy
103,210
+19,578
+23% +$1.25M ﹤0.01% 3572
2021
Q4
$7.3M Buy
83,632
+22,733
+37% +$1.89M ﹤0.01% 3270
2021
Q3
$3.88M Buy
60,899
+21,440
+54% +$1.27M ﹤0.01% 3815
2021
Q2
$2.33M Sell
39,459
-11,061
-22% -$694K ﹤0.01% 4201
2021
Q1
$3.46M Buy
50,520
+18,632
+58% +$978K ﹤0.01% 3765
2020
Q4
$1.51M Buy
31,888
+6,065
+23% +$243K ﹤0.01% 4172
2020
Q3
$654K Sell
25,823
-5,483
-18% -$107K ﹤0.01% 4516
2020
Q2
$455K Sell
31,306
-34,480
-52% -$467K ﹤0.01% 4691
2020
Q1
$821K Buy
65,786
+44,034
+202% +$697K ﹤0.01% 4147
2019
Q4
$413K Sell
21,752
-4,662
-18% -$86.2K ﹤0.01% 5143
2019
Q3
$479K Buy
26,414
+1,787
+7% +$32.2K ﹤0.01% 5113
2019
Q2
$422K Buy
24,627
+6,633
+37% +$109K ﹤0.01% 5177
2019
Q1
$263K Sell
17,994
-31,203
-63% -$480K ﹤0.01% 5387
2018
Q4
$728K Buy
49,197
+7,708
+19% +$149K ﹤0.01% 4654
2018
Q3
$1.11M Buy
41,489
+30,819
+289% +$923K ﹤0.01% 4409
2018
Q2
$327K Sell
10,670
-4,834
-31% -$142K ﹤0.01% 5132
2018
Q1
$431K Buy
15,504
+3,891
+34% +$103K ﹤0.01% 4925
2017
Q4
$277K Buy
11,613
+7,544
+185% +$182K ﹤0.01% 5261
2017
Q3
$96K Buy
4,069
+1,780
+78% +$41.6K ﹤0.01% 5695
2017
Q2
$55K Sell
2,289
-3,179
-58% -$76K ﹤0.01% 5830
2017
Q1
$118K Buy
5,468
+185
+4% +$3.92K ﹤0.01% 5547
2016
Q4
$98K Buy
5,283
+2,471
+88% +$41K ﹤0.01% 5636
2016
Q3
$41K Buy
2,812
+443
+19% +$6.19K ﹤0.01% 5804
2016
Q2
$33K Sell
2,369
-1,523
-39% -$23.2K ﹤0.01% 6023
2016
Q1
$58K Buy
3,892
+1,485
+62% +$20.1K ﹤0.01% 5726
2015
Q4
$34K Buy
2,407
+1,641
+214% +$25.3K ﹤0.01% 6219
2015
Q3
$15K Buy
+766
New +$15.1K ﹤0.01% 6418

Other funds holding LOB