Farther Finance Advisors’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 | $2.77K | Sell |
93
-2
| -2% | -$60 | ﹤0.01% | 3576 |
|
|
2025
Q1 | $2.55K | Sell |
95
-32
| -25% | -$859 | ﹤0.01% | 3287 |
|
|
2024
Q4 | $5.02K | Sell |
127
-19
| -13% | -$752 | ﹤0.01% | 2663 |
|
|
2024
Q3 | $6.92K | Sell |
146
-4
| -3% | -$189 | ﹤0.01% | 2513 |
|
|
2024
Q2 | $5.13K | Buy |
150
+147
| +4,900% | +$5.02K | ﹤0.01% | 2390 |
|
|
2024
Q1 | $122 | Hold |
3
| – | – | ﹤0.01% | 3348 |
|
|
2023
Q4 | $137 | Buy |
+3
| New | +$137 | ﹤0.01% | 3272 |
|
|
2023
Q1 | – | Sell |
-119
| Closed | -$3.59K | – | 2398 |
|
|
2022
Q4 | $3.59K | Buy |
+119
| New | +$3.59K | ﹤0.01% | 1278 |
|