Concord Wealth Partners’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 | $84.9K | Hold |
2,850
| – | – | 0.01% | 283 |
|
|
2025
Q1 | $76K | Hold |
2,850
| – | – | 0.01% | 273 |
|
|
2024
Q4 | $113K | Hold |
2,850
| – | – | 0.02% | 241 |
|
|
2024
Q3 | $135K | Hold |
2,850
| – | – | 0.02% | 237 |
|
|
2024
Q2 | $99.9K | Hold |
2,850
| – | – | 0.02% | 242 |
|
|
2024
Q1 | $118K | Sell |
2,850
-376
| -12% | -$15.6K | 0.02% | 256 |
|
|
2023
Q4 | $147K | Sell |
3,226
-28
| -0.9% | -$1.27K | 0.03% | 241 |
|
|
2023
Q3 | $94.2K | Hold |
3,254
| – | – | 0.02% | 291 |
|
|
2023
Q2 | $85.6K | Buy |
3,254
+3,226
| +11,521% | +$84.9K | 0.02% | 293 |
|
|
2023
Q1 | $682 | Sell |
28
-3,052
| -99% | -$74.3K | ﹤0.01% | 927 |
|
|
2022
Q4 | $93K | Buy |
+3,080
| New | +$93K | 0.03% | 268 |
|