CAPTRUST 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
Q2 | $1.79M | Buy |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $2.31M | Sell |
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|
2024
Q3 | $3.07M | Sell |
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|
2024
Q2 | $2.33M | Buy |
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|
2024
Q1 | $2.76M | Sell |
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|
2023
Q4 | $5.84M | Buy |
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|
2023
Q3 | $2.95M | Sell |
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|
2023
Q2 | $2.72M | Sell |
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|
2023
Q1 | $2.59M | Buy |
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|
2022
Q4 | $3.11M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $124K | Sell |
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|
2022
Q1 | $187K | Sell |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $182K | Sell |
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|
2020
Q3 | $176K | Buy |
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|
2020
Q2 | $54K | Buy |
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