D.A. Davidson & Co’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-455
| Closed | -$11K | – | 1598 |
|
|
2017
Q2 | $11K | Sell |
455
-416
| -48% | -$10.1K | ﹤0.01% | 2009 |
|
|
2017
Q1 | $18K | Buy |
871
+30
| +4% | +$620 | ﹤0.01% | 1858 |
|
|
2016
Q4 | $15K | Buy |
841
+35
| +4% | +$624 | ﹤0.01% | 2007 |
|
|
2016
Q3 | $11K | Hold |
806
| – | – | ﹤0.01% | 2022 |
|
|
2016
Q2 | $11K | Hold |
806
| – | – | ﹤0.01% | 1933 |
|
|
2016
Q1 | $12K | Buy |
806
+291
| +57% | +$4.33K | ﹤0.01% | 1863 |
|
|
2015
Q4 | $7K | Buy |
515
+128
| +33% | +$1.74K | ﹤0.01% | 1966 |
|
|
2015
Q3 | $7K | Buy |
+387
| New | +$7K | ﹤0.01% | 1941 |
|