Commonwealth Equity Services’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 | $2.66M | Buy |
89,204
+3,059
| +4% | +$91.1K | ﹤0.01% | 1770 |
|
|
2025
Q1 | $2.3M | Buy |
86,145
+6,732
| +8% | +$180K | ﹤0.01% | 1815 |
|
|
2024
Q4 | $3.14M | Buy |
79,413
+2,301
| +3% | +$91K | ﹤0.01% | 1545 |
|
|
2024
Q3 | $3.65M | Sell |
77,112
-9,237
| -11% | -$438K | 0.01% | 1439 |
|
|
2024
Q2 | $3.03M | Buy |
86,349
+81
| +0.1% | +$2.84K | ﹤0.01% | 1520 |
|
|
2024
Q1 | $3.58M | Sell |
86,268
-4,854
| -5% | -$201K | 0.01% | 1390 |
|
|
2023
Q4 | $4.15M | Sell |
91,122
-8,407
| -8% | -$383K | 0.01% | 1213 |
|
|
2023
Q3 | $2.88M | Sell |
99,529
-3,163
| -3% | -$91.6K | 0.01% | 1361 |
|
|
2023
Q2 | $2.7M | Buy |
102,692
+4,212
| +4% | +$111K | 0.01% | 1425 |
|
|
2023
Q1 | $2.4K | Buy |
98,480
+1,103
| +1% | +$27 | 0.01% | 1449 |
|
|
2022
Q4 | $2.94M | Sell |
97,377
-209
| -0.2% | -$6.31K | 0.01% | 1245 |
|
|
2022
Q3 | $2.99M | Buy |
97,586
+780
| +0.8% | +$23.9K | 0.01% | 1179 |
|
|
2022
Q2 | $3.28M | Buy |
96,806
+659
| +0.7% | +$22.3K | 0.01% | 1130 |
|
|
2022
Q1 | $4.89M | Buy |
96,147
+2,286
| +2% | +$116K | 0.01% | 951 |
|
|
2021
Q4 | $8.19M | Sell |
93,861
-16,229
| -15% | -$1.42M | 0.02% | 682 |
|
|
2021
Q3 | $7.01M | Buy |
110,090
+1,804
| +2% | +$115K | 0.02% | 697 |
|
|
2021
Q2 | $6.39M | Buy |
108,286
+51,666
| +91% | +$3.05M | 0.02% | 729 |
|
|
2021
Q1 | $3.88M | Sell |
56,620
-6,621
| -10% | -$453K | 0.01% | 912 |
|
|
2020
Q4 | $3M | Sell |
63,241
-66,698
| -51% | -$3.17M | 0.01% | 993 |
|
|
2020
Q3 | $3.29M | Sell |
129,939
-26,312
| -17% | -$666K | 0.01% | 827 |
|
|
2020
Q2 | $2.27M | Sell |
156,251
-13,315
| -8% | -$193K | 0.01% | 975 |
|
|
2020
Q1 | $2.11M | Buy |
169,566
+6,361
| +4% | +$79.3K | 0.01% | 874 |
|
|
2019
Q4 | $3.1M | Sell |
163,205
-3,310
| -2% | -$62.9K | 0.01% | 808 |
|
|
2019
Q3 | $3.01M | Buy |
166,515
+231
| +0.1% | +$4.18K | 0.01% | 767 |
|
|
2019
Q2 | $2.85M | Buy |
166,284
+1,001
| +0.6% | +$17.2K | 0.01% | 789 |
|
|
2019
Q1 | $2.41M | Buy |
165,283
+1,502
| +0.9% | +$21.9K | 0.01% | 842 |
|
|
2018
Q4 | $2.43M | Sell |
163,781
-9,410
| -5% | -$139K | 0.01% | 764 |
|
|
2018
Q3 | $4.64M | Sell |
173,191
-75,239
| -30% | -$2.02M | 0.02% | 560 |
|
|
2018
Q2 | $7.61M | Buy |
248,430
+1,206
| +0.5% | +$37K | 0.04% | 383 |
|
|
2018
Q1 | $6.87M | Sell |
247,224
-6
| -0% | -$167 | 0.04% | 383 |
|
|
2017
Q4 | $5.9M | Buy |
247,230
+1,093
| +0.4% | +$26.1K | 0.03% | 432 |
|
|
2017
Q3 | $5.77M | Buy |
246,137
+1,609
| +0.7% | +$37.7K | 0.03% | 400 |
|
|
2017
Q2 | $5.92M | Sell |
244,528
-11,320
| -4% | -$274K | 0.04% | 383 |
|
|
2017
Q1 | $5.54M | Buy |
255,848
+40,652
| +19% | +$880K | 0.04% | 384 |
|
|
2016
Q4 | $3.98M | Sell |
215,196
-3,000
| -1% | -$55.5K | 0.03% | 455 |
|
|
2016
Q3 | $3.15M | Hold |
218,196
| – | – | 0.03% | 506 |
|
|
2016
Q2 | $3.08M | Sell |
218,196
-114
| -0.1% | -$1.61K | 0.03% | 502 |
|
|
2016
Q1 | $3.28M | Hold |
218,310
| – | – | 0.03% | 468 |
|
|
2015
Q4 | $3.1M | Buy |
+218,310
| New | +$3.1M | 0.03% | 473 |
|