Centaurus Financial’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 | $317K | Sell |
10,640
-70
| -0.7% | -$2.09K | 0.02% | 600 |
|
2025
Q1 | $286K | Buy |
10,710
+80
| +0.8% | +$2.14K | 0.02% | 588 |
|
2024
Q4 | $420K | Sell |
10,630
-800
| -7% | -$31.6K | 0.03% | 488 |
|
2024
Q3 | $541K | Sell |
11,430
-23
| -0.2% | -$1.09K | 0.03% | 397 |
|
2024
Q2 | $402K | Buy |
11,453
+3,788
| +49% | +$133K | 0.03% | 433 |
|
2024
Q1 | $318K | Hold |
7,665
| – | – | 0.02% | 483 |
|
2023
Q4 | $349K | Hold |
7,665
| – | – | 0.03% | 435 |
|
2023
Q3 | $222K | Hold |
7,665
| – | – | 0.02% | 542 |
|
2023
Q2 | $202K | Sell |
7,665
-375
| -5% | -$9.88K | 0.02% | 580 |
|
2023
Q1 | $196K | Buy |
8,040
+1,450
| +22% | +$35.3K | 0.02% | 666 |
|
2022
Q4 | $199K | Buy |
6,590
+200
| +3% | +$6.04K | 0.02% | 609 |
|
2022
Q3 | $196K | Buy |
6,390
+100
| +2% | +$3.07K | 0.02% | 631 |
|
2022
Q2 | $213K | Hold |
6,290
| – | – | 0.02% | 593 |
|
2022
Q1 | $320K | Buy |
6,290
+175
| +3% | +$8.9K | 0.03% | 532 |
|
2021
Q4 | $534K | Hold |
6,115
| – | – | 0.04% | 418 |
|
2021
Q3 | $389K | Sell |
6,115
-1,050
| -15% | -$66.8K | 0.03% | 483 |
|
2021
Q2 | $423K | Sell |
7,165
-155
| -2% | -$9.15K | 0.04% | 471 |
|
2021
Q1 | $501K | Sell |
7,320
-1,585
| -18% | -$108K | 0.05% | 362 |
|
2020
Q4 | $423K | Sell |
8,905
-370
| -4% | -$17.6K | 0.04% | 396 |
|
2020
Q3 | $235K | Sell |
9,275
-400
| -4% | -$10.1K | 0.03% | 422 |
|
2020
Q2 | $140K | Sell |
9,675
-200
| -2% | -$2.89K | 0.02% | 511 |
|
2020
Q1 | $123K | Sell |
9,875
-3,400
| -26% | -$42.3K | 0.02% | 438 |
|
2019
Q4 | $252K | Sell |
13,275
-5,045
| -28% | -$95.8K | 0.04% | 404 |
|
2019
Q3 | $332K | Buy |
18,320
+7,820
| +74% | +$142K | 0.05% | 328 |
|
2019
Q2 | $180K | Buy |
+10,500
| New | +$180K | 0.03% | 449 |
|