Blue Trust Inc’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 | $5.19K | Hold |
174
| – | – | ﹤0.01% | 1998 |
|
|
2025
Q1 | $4.64K | Hold |
174
| – | – | ﹤0.01% | 2114 |
|
|
2024
Q4 | $6.88K | Sell |
174
-70,997
| -100% | -$2.81M | ﹤0.01% | 2036 |
|
|
2024
Q3 | $2.5M | Sell |
71,171
-181,823
| -72% | -$6.37M | 0.03% | 131 |
|
|
2024
Q2 | $10.5M | Buy |
252,994
+250,939
| +12,211% | +$10.4M | 0.14% | 49 |
|
|
2024
Q1 | $85.3K | Sell |
2,055
-81
| -4% | -$3.36K | ﹤0.01% | 754 |
|
|
2023
Q4 | $61K | Buy |
2,136
+1,962
| +1,128% | +$56K | ﹤0.01% | 857 |
|
|
2023
Q3 | $5K | Hold |
174
| – | – | ﹤0.01% | 1639 |
|
|
2023
Q2 | $4K | Hold |
174
| – | – | ﹤0.01% | 1601 |
|
|
2023
Q1 | $5K | Hold |
174
| – | – | ﹤0.01% | 1789 |
|
|
2022
Q4 | $5K | Buy |
+174
| New | +$5K | ﹤0.01% | 1729 |
|