Benjamin Edwards Inc’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
12,316
+1,278
| +12% | +$38.1K | ﹤0.01% | 944 |
|
|
2025
Q1 | $294K | Buy |
11,038
+2,522
| +30% | +$67.2K | ﹤0.01% | 937 |
|
|
2024
Q4 | $337K | Buy |
8,516
+799
| +10% | +$31.6K | ﹤0.01% | 949 |
|
|
2024
Q3 | $366K | Buy |
7,717
+2,977
| +63% | +$141K | 0.01% | 900 |
|
|
2024
Q2 | $166K | Buy |
+4,740
| New | +$166K | 0.03% | 370 |
|