FPAS
Focus Partners Advisor Solutions’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,476
| Closed | -$259K | – | 389 |
|
|
2022
Q3 | $259K | Buy |
+8,476
| New | +$259K | 0.02% | 334 |
|
|
2022
Q2 | – | Sell |
-5,103
| Closed | -$260K | – | 372 |
|
|
2022
Q1 | $260K | Buy |
5,103
+22
| +0.4% | +$1.12K | 0.03% | 270 |
|
|
2021
Q4 | $444K | Buy |
+5,081
| New | +$444K | 0.09% | 75 |
|