Disciplined Investments’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6
| Closed | -$158 | – | 918 |
|
|
2023
Q2 | $158 | Buy |
+6
| New | +$158 | ﹤0.01% | 1541 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$181 | – | 1701 |
|
|
2022
Q4 | $181 | Sell |
6
-1
| -14% | -$30 | ﹤0.01% | 1446 |
|
|
2022
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1435 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | – | – | 1470 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1497 |
|
|
2021
Q2 | – | Sell |
-14
| Closed | -$1K | – | 430 |
|
|
2021
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 366 |
|