Envestnet Asset Management’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 | $5.4M | Buy |
181,269
+36,152
| +25% | +$1.08M | ﹤0.01% | 2147 |
|
|
2025
Q1 | $3.87M | Buy |
145,117
+20,430
| +16% | +$545K | ﹤0.01% | 2308 |
|
|
2024
Q4 | $4.93M | Buy |
124,687
+48,699
| +64% | +$1.93M | ﹤0.01% | 2107 |
|
|
2024
Q3 | $3.6M | Buy |
75,988
+9,858
| +15% | +$467K | ﹤0.01% | 2313 |
|
|
2024
Q2 | $2.32M | Buy |
66,130
+53,700
| +432% | +$1.88M | ﹤0.01% | 2504 |
|
|
2024
Q1 | $516K | Buy |
12,430
+1,425
| +13% | +$59.2K | ﹤0.01% | 3420 |
|
|
2023
Q4 | $501K | Buy |
11,005
+1,417
| +15% | +$64.5K | ﹤0.01% | 3324 |
|
|
2023
Q3 | $278K | Buy |
+9,588
| New | +$278K | ﹤0.01% | 3566 |
|
|
2022
Q2 | – | Sell |
-4,177
| Closed | -$213K | – | 4001 |
|
|
2022
Q1 | $213K | Buy |
+4,177
| New | +$213K | ﹤0.01% | 3653 |
|
|
2018
Q3 | – | Sell |
-37
| Closed | -$1K | – | 2015 |
|
|
2018
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 2811 |
|
|
2018
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 2785 |
|
|
2017
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 2913 |
|
|
2017
Q3 | – | Sell |
-37
| Closed | -$1K | – | 2982 |
|
|
2017
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 2996 |
|
|
2017
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 3058 |
|
|
2016
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 3040 |
|