Creative Planning’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Buy |
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|
2025
Q2 | $645K | Sell |
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|
2025
Q1 | $701K | Buy |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $262K | Buy |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $280K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3K | Hold |
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|
2017
Q1 | $3K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1K | Hold |
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|
2016
Q1 | $2K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $39K | Buy |
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