EverSource Wealth Advisors’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417 | Buy |
14
+8
| +133% | +$238 | ﹤0.01% | 3932 |
|
|
2025
Q1 | $160 | Buy |
6
+1
| +20% | +$27 | ﹤0.01% | 3736 |
|
|
2024
Q4 | $198 | Sell |
5
-49
| -91% | -$1.94K | ﹤0.01% | 3431 |
|
|
2024
Q3 | $2.56K | Sell |
54
-11
| -17% | -$521 | ﹤0.01% | 2462 |
|
|
2024
Q2 | $2.93K | Buy |
+65
| New | +$2.93K | ﹤0.01% | 2420 |
|