Capital International Investors’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
Q1 | – | Sell |
-2,041,706
| Closed | -$80.7M | – | 457 |
|
|
2024
Q4 | $80.7M | Buy |
2,041,706
+880,530
| +76% | +$34.8M | 0.02% | 310 |
|
|
2024
Q3 | $55M | Buy |
1,161,176
+443,056
| +62% | +$21M | 0.01% | 318 |
|
|
2024
Q2 | $25.2M | Buy |
718,120
+269,354
| +60% | +$9.44M | 0.01% | 368 |
|
|
2024
Q1 | $18.6M | Buy |
+448,766
| New | +$18.6M | ﹤0.01% | 381 |
|
|
2022
Q2 | – | Sell |
-400,900
| Closed | -$20.4M | – | 449 |
|
|
2022
Q1 | $20.4M | Hold |
400,900
| – | – | ﹤0.01% | 406 |
|
|
2021
Q4 | $35M | Buy |
+400,900
| New | +$35M | 0.01% | 375 |
|