DPW
DiNuzzo Private Wealth’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60 | Sell |
2
-4
| -67% | -$120 | ﹤0.01% | 1322 |
|
|
2025
Q1 | $160 | Hold |
6
| – | – | ﹤0.01% | 1262 |
|
|
2024
Q4 | $238 | Hold |
6
| – | – | ﹤0.01% | 1253 |
|
|
2024
Q3 | $285 | Hold |
6
| – | – | ﹤0.01% | 1251 |
|
|
2024
Q2 | $211 | Buy |
6
+1
| +20% | +$35 | ﹤0.01% | 1261 |
|
|
2024
Q1 | $208 | Sell |
5
-1
| -17% | -$42 | ﹤0.01% | 1194 |
|
|
2023
Q4 | $273 | Buy |
+6
| New | +$273 | ﹤0.01% | 1150 |
|