Dimensional Fund Advisors’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 | $45.9M | Buy |
1,540,164
+112,819
| +8% | +$3.36M | 0.01% | 1546 |
|
|
2025
Q1 | $38.1M | Buy |
1,427,345
+9,080
| +0.6% | +$242K | 0.01% | 1607 |
|
|
2024
Q4 | $56.1M | Buy |
1,418,265
+1,828
| +0.1% | +$72.3K | 0.01% | 1451 |
|
|
2024
Q3 | $67.1M | Buy |
1,416,437
+13,921
| +1% | +$659K | 0.02% | 1325 |
|
|
2024
Q2 | $49.2M | Buy |
1,402,516
+48,018
| +4% | +$1.68M | 0.01% | 1487 |
|
|
2024
Q1 | $56.2M | Buy |
1,354,498
+26,744
| +2% | +$1.11M | 0.02% | 1381 |
|
|
2023
Q4 | $60.4M | Buy |
1,327,754
+61,029
| +5% | +$2.78M | 0.02% | 1304 |
|
|
2023
Q3 | $36.7M | Buy |
1,266,725
+55,932
| +5% | +$1.62M | 0.01% | 1546 |
|
|
2023
Q2 | $31.9M | Buy |
1,210,793
+19,523
| +2% | +$514K | 0.01% | 1672 |
|
|
2023
Q1 | $29M | Buy |
1,191,270
+217,178
| +22% | +$5.29M | 0.01% | 1707 |
|
|
2022
Q4 | $29.4K | Buy |
974,092
+78,606
| +9% | +$2.37K | 0.01% | 1663 |
|
|
2022
Q3 | $27.4M | Sell |
895,486
-9,117
| -1% | -$279K | 0.01% | 1642 |
|
|
2022
Q2 | $30.7M | Sell |
904,603
-33,520
| -4% | -$1.14M | 0.01% | 1619 |
|
|
2022
Q1 | $47.7M | Sell |
938,123
-11,401
| -1% | -$580K | 0.01% | 1443 |
|
|
2021
Q4 | $82.9M | Sell |
949,524
-682
| -0.1% | -$59.5K | 0.03% | 1034 |
|
|
2021
Q3 | $60.5M | Sell |
950,206
-12,736
| -1% | -$810K | 0.02% | 1253 |
|
|
2021
Q2 | $56.8M | Sell |
962,942
-210,884
| -18% | -$12.4M | 0.02% | 1332 |
|
|
2021
Q1 | $80.4M | Sell |
1,173,826
-10,836
| -0.9% | -$742K | 0.03% | 1019 |
|
|
2020
Q4 | $56.2M | Buy |
1,184,662
+16,776
| +1% | +$796K | 0.02% | 1274 |
|
|
2020
Q3 | $29.6M | Buy |
1,167,886
+5,309
| +0.5% | +$134K | 0.01% | 1612 |
|
|
2020
Q2 | $16.9M | Buy |
1,162,577
+43,823
| +4% | +$636K | 0.01% | 1953 |
|
|
2020
Q1 | $14M | Buy |
1,118,754
+58,283
| +5% | +$727K | 0.01% | 1948 |
|
|
2019
Q4 | $20.2M | Sell |
1,060,471
-28,191
| -3% | -$536K | 0.01% | 2038 |
|
|
2019
Q3 | $19.7M | Buy |
1,088,662
+33,530
| +3% | +$607K | 0.01% | 2022 |
|
|
2019
Q2 | $18.1M | Buy |
1,055,132
+170,414
| +19% | +$2.92M | 0.01% | 2110 |
|
|
2019
Q1 | $12.9M | Buy |
884,718
+284,609
| +47% | +$4.16M | 0.01% | 2296 |
|
|
2018
Q4 | $8.89M | Buy |
600,109
+157,864
| +36% | +$2.34M | ﹤0.01% | 2391 |
|
|
2018
Q3 | $11.9M | Buy |
442,245
+118,732
| +37% | +$3.18M | ﹤0.01% | 2365 |
|
|
2018
Q2 | $9.92M | Buy |
323,513
+152,183
| +89% | +$4.66M | ﹤0.01% | 2420 |
|
|
2018
Q1 | $4.76M | Buy |
171,330
+126,583
| +283% | +$3.52M | ﹤0.01% | 2646 |
|
|
2017
Q4 | $1.07M | Buy |
44,747
+22,024
| +97% | +$525K | ﹤0.01% | 2979 |
|
|
2017
Q3 | $533K | Buy |
22,723
+1,110
| +5% | +$26K | ﹤0.01% | 3098 |
|
|
2017
Q2 | $523K | Buy |
+21,613
| New | +$523K | ﹤0.01% | 3084 |
|