Creative Planning’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 | $645K | Sell |
21,658
-4,630
| -18% | -$138K | ﹤0.01% | 2238 |
|
|
2025
Q1 | $701K | Buy |
26,288
+17,444
| +197% | +$465K | ﹤0.01% | 1996 |
|
|
2024
Q4 | $350K | Sell |
8,844
-1,350
| -13% | -$53.4K | ﹤0.01% | 2529 |
|
|
2024
Q3 | $483K | Buy |
10,194
+2,725
| +36% | +$129K | ﹤0.01% | 2141 |
|
|
2024
Q2 | $262K | Buy |
7,469
+411
| +6% | +$14.4K | ﹤0.01% | 2462 |
|
|
2024
Q1 | $293K | Buy |
7,058
+899
| +15% | +$37.3K | ﹤0.01% | 2262 |
|
|
2023
Q4 | $280K | Buy |
+6,159
| New | +$280K | ﹤0.01% | 2136 |
|
|
2017
Q3 | – | Sell |
-134
| Closed | -$3K | – | 2838 |
|
|
2017
Q2 | $3K | Hold |
134
| – | – | ﹤0.01% | 4110 |
|
|
2017
Q1 | $3K | Buy |
+134
| New | +$3K | ﹤0.01% | 4091 |
|
|
2016
Q3 | – | Sell |
-100
| Closed | -$1K | – | 4447 |
|
|
2016
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 4052 |
|
|
2016
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3880 |
|
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$39K | – | 4354 |
|
|
2015
Q3 | $39K | Buy |
+2,000
| New | +$39K | ﹤0.01% | 2211 |
|