Bragg Financial Advisors’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 | $1.77M | Hold |
59,402
| – | – | 0.06% | 189 |
|
|
2025
Q1 | $1.58M | Hold |
59,402
| – | – | 0.07% | 186 |
|
|
2024
Q4 | $2.35M | Hold |
59,402
| – | – | 0.1% | 162 |
|
|
2024
Q3 | $2.81M | Sell |
59,402
-6,000
| -9% | -$284K | 0.12% | 151 |
|
|
2024
Q2 | $2.29M | Hold |
65,402
| – | – | 0.1% | 163 |
|
|
2024
Q1 | $2.71M | Sell |
65,402
-6,025
| -8% | -$250K | 0.12% | 148 |
|
|
2023
Q4 | $3.25M | Buy |
71,427
+35
| +0% | +$1.59K | 0.15% | 140 |
|
|
2023
Q3 | $2.07M | Hold |
71,392
| – | – | 0.11% | 160 |
|
|
2023
Q2 | $1.88M | Sell |
71,392
-4,305
| -6% | -$113K | 0.1% | 161 |
|
|
2023
Q1 | $1.84M | Sell |
75,697
-5,582
| -7% | -$136K | 0.11% | 160 |
|
|
2022
Q4 | $2.45M | Buy |
+81,279
| New | +$2.45M | 0.15% | 148 |
|