Bragg Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.09M | Hold |
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|
2025
Q2 | $1.77M | Hold |
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|
2025
Q1 | $1.58M | Hold |
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|
2024
Q4 | $2.35M | Hold |
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|
2024
Q3 | $2.81M | Sell |
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|
2024
Q2 | $2.29M | Hold |
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|
2024
Q1 | $2.71M | Sell |
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|
2023
Q4 | $3.25M | Buy |
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|
2023
Q3 | $2.07M | Hold |
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|
2023
Q2 | $1.88M | Sell |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $2.45M | Buy |
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