Cetera Advisors’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $245K | Buy |
5,906
+500
| +9% | +$20.8K | ﹤0.01% | 2078 |
|
|
2023
Q4 | $246K | Buy |
+5,406
| New | +$246K | ﹤0.01% | 1532 |
|
|
2022
Q2 | – | Sell |
-5,498
| Closed | -$280K | – | 1424 |
|
|
2022
Q1 | $280K | Hold |
5,498
| – | – | 0.01% | 1138 |
|
|
2021
Q4 | $480K | Sell |
5,498
-1,335
| -20% | -$117K | 0.01% | 902 |
|
|
2021
Q3 | $435K | Buy |
6,833
+235
| +4% | +$15K | 0.01% | 931 |
|
|
2021
Q2 | $389K | Buy |
6,598
+235
| +4% | +$13.9K | 0.01% | 933 |
|
|
2021
Q1 | $436K | Sell |
6,363
-1,700
| -21% | -$116K | 0.01% | 789 |
|
|
2020
Q4 | $383K | Buy |
+8,063
| New | +$383K | 0.01% | 733 |
|