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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-50,199
| Closed | -$1.72M | – | 914 |
|
|
2025
Q4 | $1.72M | Hold |
50,199
| – | – | 0.03% | 362 |
|
|
2025
Q3 | $1.77M | Hold |
50,199
| – | – | 0.03% | 343 |
|
|
2025
Q2 | $1.5M | Buy |
50,199
+199
| +0.4% | +$5.37K | 0.03% | 363 |
|
|
2025
Q1 | $1.33M | Hold |
50,000
| – | – | 0.03% | 305 |
|
|
2024
Q4 | $1.98M | Hold |
50,000
| – | – | 0.05% | 267 |
|
|
2024
Q3 | $2.37M | Hold |
50,000
| – | – | 0.05% | 255 |
|
|
2024
Q2 | $1.75M | Sell |
50,000
-25,000
| -33% | -$885K | 0.04% | 275 |
|
|
2024
Q1 | $3.11M | Sell |
75,000
-25,000
| -25% | -$995K | 0.07% | 229 |
|
|
2023
Q4 | $4.55M | Hold |
100,000
| – | – | 0.14% | 167 |
|
|
2023
Q3 | $2.9M | Sell |
100,000
-50,000
| -33% | -$1.61M | 0.1% | 183 |
|
|
2023
Q2 | $3.95M | Hold |
150,000
| – | – | 0.13% | 159 |
|
|
2023
Q1 | $3.66M | Sell |
150,000
-50,000
| -25% | -$1.57M | 0.13% | 156 |
|
|
2022
Q4 | $6.04M | Hold |
200,000
| – | – | 0.21% | 123 |
|
|
2022
Q3 | $6.12M | Sell |
200,000
-100,000
| -33% | -$3.59M | 0.23% | 116 |
|
|
2022
Q2 | $10.2M | Buy |
+300,000
| New | +$12.4M | 0.35% | 84 |
|
|
2020
Q4 | – | Sell |
-34,769
| Closed | -$881K | – | 619 |
|
|
2020
Q3 | $881K | Hold |
34,769
| – | – | 0.04% | 318 |
|
|
2020
Q2 | $504K | Sell |
34,769
-96,216
| -73% | -$1.3M | 0.02% | 406 |
|
|
2020
Q1 | $1.63M | Sell |
130,985
-714,799
| -85% | -$11.3M | 0.08% | 216 |
|
|
2019
Q4 | $16.1M | Sell |
845,784
-3,434
| -0.4% | -$63.5K | 0.58% | 53 |
|
|
2019
Q3 | $15.4M | Buy |
849,218
+43,653
| +5% | +$786K | 0.55% | 56 |
|
|
2019
Q2 | $13.8M | Buy |
805,565
+34,851
| +5% | +$572K | 0.48% | 80 |
|
|
2019
Q1 | $11.3M | Buy |
770,714
+96,054
| +14% | +$1.48M | 0.38% | 98 |
|
|
2018
Q4 | $9.99M | Buy |
674,660
+226,735
| +51% | +$4.37M | 0.34% | 106 |
|
|
2018
Q3 | $12M | Sell |
447,925
-35,938
| -7% | -$1.08M | 0.36% | 109 |
|
|
2018
Q2 | $14.8M | Sell |
483,863
-53,807
| -10% | -$1.58M | 0.45% | 79 |
|
|
2018
Q1 | $14.9M | Sell |
537,670
-127,680
| -19% | -$3.37M | 0.46% | 75 |
|
|
2017
Q4 | $15.9M | Sell |
665,350
-161,359
| -20% | -$3.9M | 0.49% | 59 |
|
|
2017
Q3 | $19.4M | Buy |
+826,709
| New | +$19.3M | 0.63% | 42 |
|
|
2016
Q4 | – | Sell |
-33,234
| Closed | -$479K | – | 521 |
|
|
2016
Q3 | $479K | Sell |
33,234
-116,090
| -78% | -$1.62M | 0.03% | 303 |
|
|
2016
Q2 | $2.11M | Sell |
149,324
-24,933
| -14% | -$380K | 0.15% | 164 |
|
|
2016
Q1 | $2.61M | Buy |
174,257
+78,767
| +82% | +$1.06M | 0.19% | 145 |
|
|
2015
Q4 | $1.36M | Hold |
95,490
| – | – | 0.1% | 220 |
|
|
2015
Q3 | $1.88M | Buy |
+95,490
| New | +$1.88M | 0.13% | 183 |
|
Other funds holding LOB
VCM
GGHC
SAM
VPM
