Cetera Advisor Networks’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,500
| Closed | -$80K | – | 2248 |
|
|
2020
Q2 | $80K | Buy |
+5,500
| New | +$80K | ﹤0.01% | 1650 |
|
|
2019
Q2 | – | Sell |
-42,790
| Closed | -$626K | – | 1220 |
|
|
2019
Q1 | $626K | Sell |
42,790
-600
| -1% | -$8.78K | 0.02% | 591 |
|
|
2018
Q4 | $645K | Sell |
43,390
-6,210
| -13% | -$92.3K | 0.03% | 499 |
|
|
2018
Q3 | $1.33M | Buy |
49,600
+430
| +0.9% | +$11.6K | 0.05% | 319 |
|
|
2018
Q2 | $1.51M | Sell |
49,170
-1,420
| -3% | -$43.6K | 0.08% | 224 |
|
|
2018
Q1 | $1.41M | Buy |
50,590
+8,765
| +21% | +$244K | 0.06% | 256 |
|
|
2017
Q4 | $997K | Hold |
41,825
| – | – | 0.04% | 362 |
|
|
2017
Q3 | $981K | Buy |
41,825
+300
| +0.7% | +$7.04K | 0.04% | 339 |
|
|
2017
Q2 | $1M | Sell |
41,525
-6,845
| -14% | -$165K | 0.05% | 327 |
|
|
2017
Q1 | $1.05M | Sell |
48,370
-12,960
| -21% | -$280K | 0.05% | 313 |
|
|
2016
Q4 | $1.14M | Sell |
61,330
-56,900
| -48% | -$1.06M | 0.06% | 269 |
|
|
2016
Q3 | $1.71M | Buy |
118,230
+68,640
| +138% | +$990K | 0.07% | 257 |
|
|
2016
Q2 | $698K | Hold |
49,590
| – | – | 0.04% | 357 |
|
|
2016
Q1 | $746K | Buy |
49,590
+8,190
| +20% | +$123K | 0.05% | 344 |
|
|
2015
Q4 | $586K | Buy |
41,400
+26,400
| +176% | +$374K | 0.04% | 384 |
|
|
2015
Q3 | $295K | Buy |
+15,000
| New | +$295K | 0.02% | 574 |
|