Curi RMB Capital’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 | $1.77M | Hold |
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|
2025
Q2 | $1.5M | Buy |
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|
2025
Q1 | $1.33M | Hold |
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|
2024
Q4 | $1.98M | Hold |
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|
2024
Q3 | $2.37M | Hold |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $3.11M | Sell |
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|
2023
Q4 | $4.55M | Hold |
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|
2023
Q3 | $2.9M | Sell |
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|
2023
Q2 | $3.95M | Hold |
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|
2023
Q1 | $3.66M | Sell |
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|
2022
Q4 | $6.04M | Hold |
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|
2022
Q3 | $6.12M | Sell |
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|
2022
Q2 | $10.2M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $881K | Hold |
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|
2020
Q2 | $504K | Sell |
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|
2020
Q1 | $1.63M | Sell |
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|
2019
Q4 | $16.1M | Sell |
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|
2019
Q3 | $15.4M | Buy |
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|
2019
Q2 | $13.8M | Buy |
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|
2019
Q1 | $11.3M | Buy |
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|
2018
Q4 | $9.99M | Buy |
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|
2018
Q3 | $12M | Sell |
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|
2018
Q2 | $14.8M | Sell |
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|
2018
Q1 | $14.9M | Sell |
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|
2017
Q4 | $15.9M | Sell |
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|
2017
Q3 | $19.4M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $479K | Sell |
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|
2016
Q2 | $2.11M | Sell |
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|
2016
Q1 | $2.61M | Buy |
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|
2015
Q4 | $1.36M | Hold |
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|
2015
Q3 | $1.88M | Buy |
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