Covestor’s Live Oak Bancshares LOB Stock Holding History

Covestor’s Portfolio LOB Stock Details LOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$0	Sell	5 -14	-74%	-$516	﹤0.01%	2565
2025 Q4	$1K	Sell	19 -17	-47%	-$569	﹤0.01%	2105
2025 Q3	$1K	Sell	36 -15	-29%	-$517	﹤0.01%	2121
2025 Q2	$2K	Buy	51 +48	+1,600%	+$1.29K	﹤0.01%	1858
2025 Q1	$0	Hold	3	–	–	﹤0.01%	2506
2024 Q4	$0	Hold	3	–	–	﹤0.01%	2518
2024 Q3	$0	Sell	3 -1	-25%	-$42	﹤0.01%	2503
2024 Q2	$0	Buy	4 +1	+33%	+$35	﹤0.01%	2523
2024 Q1	$0	Hold	3	–	–	﹤0.01%	2529
2023 Q4	$0	Sell	3 -5	-63%	-$168	﹤0.01%	2468
2023 Q3	$0	Sell	8 -29	-78%	-$932	﹤0.01%	2453
2023 Q2	$1K	Buy	37 +22	+147%	+$518	﹤0.01%	1971
2023 Q1	$0	Buy	15 +3	+25%	+$94	﹤0.01%	2348
2022 Q4	$0	Buy	12 +6	+100%	+$192	﹤0.01%	2372
2022 Q3	$0	Buy	6 +1	+20%	+$36	﹤0.01%	2335
2022 Q2	$0	Sell	5 -7	-58%	-$289	﹤0.01%	2174
2022 Q1	$1K	Buy	12 +2	+20%	+$128	﹤0.01%	1878
2021 Q4	$1K	Buy	+10	New	+$833	﹤0.01%	1822

Other funds holding LOB

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return