Federated Hermes’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
$1.13M Sell
38,067
-13
-0% -$387 ﹤0.01% 1102
2025
Q1
$1.02M Sell
38,080
-1,851
-5% -$49.3K ﹤0.01% 1100
2024
Q4
$1.58M Buy
39,931
+1,093
+3% +$43.2K ﹤0.01% 982
2024
Q3
$1.84M Sell
38,838
-565
-1% -$26.8K ﹤0.01% 951
2024
Q2
$1.38M Sell
39,403
-7,199
-15% -$252K ﹤0.01% 1008
2024
Q1
$1.93M Sell
46,602
-27,488
-37% -$1.14M ﹤0.01% 943
2023
Q4
$3.37M Sell
74,090
-141,787
-66% -$6.45M 0.01% 816
2023
Q3
$6.25M Sell
215,877
-20,220
-9% -$585K 0.02% 645
2023
Q2
$6.21M Sell
236,097
-668,033
-74% -$17.6M 0.02% 649
2023
Q1
$22M Sell
904,130
-228,034
-20% -$5.56M 0.06% 364
2022
Q4
$34.2M Buy
1,132,164
+699,643
+162% +$21.1M 0.09% 271
2022
Q3
$13.2M Buy
432,521
+375,645
+660% +$11.5M 0.04% 464
2022
Q2
$1.93M Buy
+56,876
New +$1.93M 0.01% 938
2021
Q2
Sell
-137,105
Closed -$9.39M 2274
2021
Q1
$9.39M Sell
137,105
-42,675
-24% -$2.92M 0.02% 683
2020
Q4
$8.53M Buy
179,780
+178,664
+16,009% +$8.48M 0.02% 685
2020
Q3
$28K Buy
+1,116
New +$28K ﹤0.01% 1854
2018
Q2
Sell
-778
Closed -$22K 2245
2018
Q1
$22K Buy
+778
New +$22K ﹤0.01% 1748