Covestor’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 | $2K | Buy |
51
+48
| +1,600% | +$1.88K | ﹤0.01% | 1857 |
|
|
2025
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2502 |
|
|
2024
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2514 |
|
|
2024
Q3 | $0 | Sell |
3
-1
| -25% | – | ﹤0.01% | 2501 |
|
|
2024
Q2 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 2522 |
|
|
2024
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2527 |
|
|
2023
Q4 | $0 | Sell |
3
-5
| -63% | – | ﹤0.01% | 2465 |
|
|
2023
Q3 | $0 | Sell |
8
-29
| -78% | – | ﹤0.01% | 2451 |
|
|
2023
Q2 | $1K | Buy |
37
+22
| +147% | +$595 | ﹤0.01% | 1969 |
|
|
2023
Q1 | $0 | Buy |
15
+3
| +25% | – | ﹤0.01% | 2347 |
|
|
2022
Q4 | $0 | Buy |
12
+6
| +100% | – | ﹤0.01% | 2371 |
|
|
2022
Q3 | $0 | Buy |
6
+1
| +20% | – | ﹤0.01% | 2329 |
|
|
2022
Q2 | $0 | Sell |
5
-7
| -58% | – | ﹤0.01% | 2158 |
|
|
2022
Q1 | $1K | Buy |
12
+2
| +20% | +$167 | ﹤0.01% | 1868 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1822 |
|