Carson Wealth (CWM LLC)’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Buy |
3,904
+3,667
| +1,547% | +$109K | ﹤0.01% | 2587 |
|
|
2025
Q1 | $6K | Buy |
237
+61
| +35% | +$1.54K | ﹤0.01% | 4368 |
|
|
2024
Q4 | $7K | Buy |
176
+11
| +7% | +$437 | ﹤0.01% | 4054 |
|
|
2024
Q3 | $8K | Buy |
165
+53
| +47% | +$2.57K | ﹤0.01% | 3889 |
|
|
2024
Q2 | $4K | Buy |
112
+10
| +10% | +$357 | ﹤0.01% | 3971 |
|
|
2024
Q1 | $4K | Hold |
102
| – | – | ﹤0.01% | 3764 |
|
|
2023
Q4 | $5K | Hold |
102
| – | – | ﹤0.01% | 3516 |
|
|
2023
Q3 | $3K | Hold |
102
| – | – | ﹤0.01% | 3679 |
|
|
2023
Q2 | $3K | Buy |
102
+19
| +23% | +$559 | ﹤0.01% | 3648 |
|
|
2023
Q1 | $2K | Buy |
83
+56
| +207% | +$1.35K | ﹤0.01% | 3662 |
|
|
2022
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 3769 |
|
|
2022
Q3 | – | Sell |
-54
| Closed | -$2K | – | 4051 |
|
|
2022
Q2 | $2K | Buy |
54
+45
| +500% | +$1.67K | ﹤0.01% | 3356 |
|
|
2022
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 3698 |
|