Bartlett & Co Wealth Management’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Hold |
500
| – | – | ﹤0.01% | 864 |
|
|
2025
Q1 | $13.3K | Hold |
500
| – | – | ﹤0.01% | 882 |
|
|
2024
Q4 | $19.8K | Hold |
500
| – | – | ﹤0.01% | 807 |
|
|
2024
Q3 | $23.7K | Hold |
500
| – | – | ﹤0.01% | 790 |
|
|
2024
Q2 | $17.5K | Hold |
500
| – | – | ﹤0.01% | 833 |
|
|
2024
Q1 | $20.8K | Hold |
500
| – | – | ﹤0.01% | 813 |
|
|
2023
Q4 | $23.3K | Hold |
500
| – | – | ﹤0.01% | 856 |
|
|
2023
Q3 | $14.5K | Hold |
500
| – | – | ﹤0.01% | 877 |
|
|
2023
Q2 | $13.2K | Buy |
+500
| New | +$13.2K | ﹤0.01% | 890 |
|