Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-35
| Closed | -$859 | – | 1414 |
|
|
2023
Q1 | $859 | Hold |
35
| – | – | ﹤0.01% | 1256 |
|
|
2022
Q4 | $1.06K | Hold |
35
| – | – | ﹤0.01% | 1166 |
|
|
2022
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 1163 |
|
|
2022
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 1194 |
|
|
2022
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 1208 |
|
|
2021
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 1062 |
|
|
2021
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1130 |
|
|
2021
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 1055 |
|
|
2021
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 971 |
|
|
2020
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 891 |
|