Cetera Investment Advisers’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 | $487K | Sell |
16,351
-1,528
| -9% | -$45.5K | ﹤0.01% | 2993 |
|
|
2025
Q1 | $477K | Buy |
17,879
+2,259
| +14% | +$60.2K | ﹤0.01% | 2885 |
|
|
2024
Q4 | $618K | Buy |
15,620
+3,553
| +29% | +$141K | ﹤0.01% | 2517 |
|
|
2024
Q3 | $572K | Buy |
12,067
+353
| +3% | +$16.7K | ﹤0.01% | 2538 |
|
|
2024
Q2 | $411K | Buy |
11,714
+5,749
| +96% | +$202K | ﹤0.01% | 2747 |
|
|
2024
Q1 | $248K | Buy |
+5,965
| New | +$248K | ﹤0.01% | 3199 |
|