Colonial Trust 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
Q4 | – | Sell |
-124
| Closed | -$5.89K | – | 739 |
|
|
2024
Q3 | $5.89K | Sell |
124
-148
| -54% | -$7.02K | ﹤0.01% | 607 |
|
|
2024
Q2 | $9.54K | Hold |
272
| – | – | ﹤0.01% | 528 |
|
|
2024
Q1 | $11.3K | Buy |
272
+250
| +1,136% | +$10.4K | ﹤0.01% | 573 |
|
|
2023
Q4 | $1.01K | Hold |
22
| – | – | ﹤0.01% | 773 |
|
|
2023
Q3 | $642 | Hold |
22
| – | – | ﹤0.01% | 807 |
|
|
2023
Q2 | $583 | Hold |
22
| – | – | ﹤0.01% | 836 |
|
|
2023
Q1 | $539 | Hold |
22
| – | – | ﹤0.01% | 834 |
|
|
2022
Q4 | $667 | Buy |
+22
| New | +$667 | ﹤0.01% | 822 |
|