Center for Financial Planning’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 | $14.9K | Hold |
500
| – | – | ﹤0.01% | 426 |
|
|
2025
Q1 | $13.3K | Hold |
500
| – | – | ﹤0.01% | 438 |
|
|
2024
Q4 | $19.8K | Hold |
500
| – | – | ﹤0.01% | 350 |
|
|
2024
Q3 | $23.7K | Hold |
500
| – | – | ﹤0.01% | 320 |
|
|
2024
Q2 | $17.5K | Hold |
500
| – | – | ﹤0.01% | 333 |
|
|
2024
Q1 | $20.8K | Hold |
500
| – | – | ﹤0.01% | 326 |
|
|
2023
Q4 | $22.8K | Hold |
500
| – | – | ﹤0.01% | 299 |
|
|
2023
Q3 | $14.5K | Hold |
500
| – | – | ﹤0.01% | 320 |
|
|
2023
Q2 | $13.2K | Hold |
500
| – | – | ﹤0.01% | 356 |
|
|
2023
Q1 | $12.2K | Hold |
500
| – | – | ﹤0.01% | 339 |
|
|
2022
Q4 | $15.1K | Hold |
500
| – | – | ﹤0.01% | 311 |
|
|
2022
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 312 |
|
|
2022
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 307 |
|
|
2022
Q1 | $25K | Hold |
500
| – | – | 0.01% | 293 |
|
|
2021
Q4 | $44K | Hold |
500
| – | – | 0.01% | 244 |
|
|
2021
Q3 | $32K | Hold |
500
| – | – | 0.01% | 262 |
|
|
2021
Q2 | $30K | Hold |
500
| – | – | 0.01% | 267 |
|
|
2021
Q1 | $34K | Hold |
500
| – | – | 0.01% | 250 |
|
|
2020
Q4 | $24K | Hold |
500
| – | – | 0.01% | 267 |
|
|
2020
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 292 |
|
|
2020
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 337 |
|
|
2020
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 389 |
|
|
2019
Q4 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 309 |
|