Federated Hermes’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.31M | Buy |
39,515
+998
| +3% | +$36.8K | ﹤0.01% | 1054 |
|
|
2025
Q4 | $1.32M | Buy |
38,517
+468
| +1% | +$15.7K | ﹤0.01% | 1052 |
|
|
2025
Q3 | $1.34M | Sell |
38,049
-18
| -0% | -$620 | ﹤0.01% | 1061 |
|
|
2025
Q2 | $1.13M | Sell |
38,067
-13
| -0% | -$351 | ﹤0.01% | 1102 |
|
|
2025
Q1 | $1.02M | Sell |
38,080
-1,851
| -5% | -$61.5K | ﹤0.01% | 1100 |
|
|
2024
Q4 | $1.58M | Buy |
39,931
+1,093
| +3% | +$49.2K | ﹤0.01% | 982 |
|
|
2024
Q3 | $1.84M | Sell |
38,838
-565
| -1% | -$23.6K | ﹤0.01% | 951 |
|
|
2024
Q2 | $1.38M | Sell |
39,403
-7,199
| -15% | -$255K | ﹤0.01% | 1008 |
|
|
2024
Q1 | $1.93M | Sell |
46,602
-27,488
| -37% | -$1.09M | ﹤0.01% | 943 |
|
|
2023
Q4 | $3.37M | Sell |
74,090
-141,787
| -66% | -$4.76M | 0.01% | 816 |
|
|
2023
Q3 | $6.25M | Sell |
215,877
-20,220
| -9% | -$650K | 0.02% | 645 |
|
|
2023
Q2 | $6.21M | Sell |
236,097
-668,033
| -74% | -$15.7M | 0.02% | 649 |
|
|
2023
Q1 | $22M | Sell |
904,130
-228,034
| -20% | -$7.15M | 0.06% | 364 |
|
|
2022
Q4 | $34.2M | Buy |
1,132,164
+699,643
| +162% | +$22.3M | 0.09% | 272 |
|
|
2022
Q3 | $13.2M | Buy |
432,521
+375,645
| +660% | +$13.5M | 0.04% | 464 |
|
|
2022
Q2 | $1.93M | Buy |
+56,876
| New | +$2.35M | 0.01% | 938 |
|
|
2021
Q2 | – | Sell |
-137,105
| Closed | -$9.39M | – | 2275 |
|
|
2021
Q1 | $9.39M | Sell |
137,105
-42,675
| -24% | -$2.24M | 0.02% | 684 |
|
|
2020
Q4 | $8.53M | Buy |
179,780
+178,664
| +16,009% | +$7.16M | 0.02% | 686 |
|
|
2020
Q3 | $28K | Buy |
+1,116
| New | +$21.7K | ﹤0.01% | 1855 |
|
|
2018
Q2 | – | Sell |
-778
| Closed | -$22K | – | 2248 |
|
|
2018
Q1 | $22K | Buy |
+778
| New | +$20.6K | ﹤0.01% | 1749 |
|
Other funds holding LOB
VCM
GGHC
SAM
VPM
