Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $17K | Sell |
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|
2021
Q3 | $14K | Hold |
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|
2021
Q2 | $13K | Sell |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $11K | Sell |
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|
2020
Q3 | $517K | Sell |
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|
2020
Q2 | $530K | Sell |
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|
2020
Q1 | $481K | Sell |
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|
2019
Q4 | $782K | Sell |
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|
2019
Q3 | $838K | Sell |
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|
2019
Q2 | $882K | Sell |
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|
2019
Q1 | $1.91M | Buy |
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|
2018
Q4 | $1.96M | Buy |
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|
2018
Q3 | $2.84M | Buy |
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|
2018
Q2 | $3.21M | Sell |
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|
2018
Q1 | $3.01M | Buy |
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|
2017
Q4 | $2.11M | Buy |
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|
2017
Q3 | $2.08M | Buy |
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|
2017
Q2 | $2.08M | Sell |
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|
2017
Q1 | $2.62M | Sell |
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|
2016
Q4 | $2.9M | Sell |
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|
2016
Q3 | $2.59M | Buy |
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|
2016
Q2 | $1.85M | Buy |
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|
2016
Q1 | $1.94M | Buy |
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|
2015
Q4 | $1.45M | Buy |
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