Cornerstone Investment 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-5,730
| Closed | -$292K | – | 220 |
|
2022
Q1 | $292K | Hold |
5,730
| – | – | 0.02% | 130 |
|
2021
Q4 | $500K | Hold |
5,730
| – | – | 0.03% | 73 |
|
2021
Q3 | $365K | Sell |
5,730
-1,400
| -20% | -$89.2K | 0.02% | 83 |
|
2021
Q2 | $421K | Hold |
7,130
| – | – | 0.02% | 95 |
|
2021
Q1 | $488K | Hold |
7,130
| – | – | 0.03% | 78 |
|
2020
Q4 | $338K | Buy |
+7,130
| New | +$338K | 0.02% | 85 |
|