Geneos Wealth Management’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,400
| Closed | -$73K | – | 2063 |
|
|
2022
Q3 | $73K | Hold |
2,400
| – | – | 0.01% | 897 |
|
|
2022
Q2 | $82K | Hold |
2,400
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q1 | $122K | Hold |
2,400
| – | – | 0.01% | 1006 |
|
|
2021
Q4 | $209K | Hold |
2,400
| – | – | 0.01% | 846 |
|
|
2021
Q3 | $160K | Hold |
2,400
| – | – | 0.01% | 957 |
|
|
2021
Q2 | $142K | Sell |
2,400
-50
| -2% | -$2.96K | 0.01% | 1012 |
|
|
2021
Q1 | $156K | Buy |
2,450
+50
| +2% | +$3.18K | ﹤0.01% | 1082 |
|
|
2020
Q4 | $164K | Buy |
+2,400
| New | +$164K | 0.01% | 908 |
|