Envestnet Asset Management’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.4M | Buy |
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|
2025
Q1 | $3.87M | Buy |
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|
2024
Q4 | $4.93M | Buy |
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|
2024
Q3 | $3.6M | Buy |
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $516K | Buy |
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | $278K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Buy |
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