Barrow, Hanley, Mewhinney & Strauss’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.1M | Buy |
1,880,972
+327,575
| +21% | +$9.76M | 0.19% | 96 |
|
|
2025
Q1 | $41.4M | Buy |
1,553,397
+13,169
| +0.9% | +$351K | 0.15% | 103 |
|
|
2024
Q4 | $60.9M | Sell |
1,540,228
-11,753
| -0.8% | -$465K | 0.21% | 94 |
|
|
2024
Q3 | $73.5M | Sell |
1,551,981
-8,237
| -0.5% | -$390K | 0.24% | 90 |
|
|
2024
Q2 | $54.7M | Buy |
1,560,218
+15,496
| +1% | +$543K | 0.19% | 98 |
|
|
2024
Q1 | $64.1M | Sell |
1,544,722
-140,721
| -8% | -$5.84M | 0.22% | 91 |
|
|
2023
Q4 | $76.7M | Sell |
1,685,443
-71,941
| -4% | -$3.27M | 0.27% | 77 |
|
|
2023
Q3 | $50.9M | Buy |
1,757,384
+269,561
| +18% | +$7.8M | 0.19% | 94 |
|
|
2023
Q2 | $39.1M | Buy |
1,487,823
+766,873
| +106% | +$20.2M | 0.15% | 104 |
|
|
2023
Q1 | $17.6M | Buy |
+720,950
| New | +$17.6M | 0.07% | 119 |
|