Glassman Wealth Services’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,566
| Closed | -$71.3K | – | 1096 |
|
|
2023
Q4 | $71.3K | Buy |
1,566
+66
| +4% | +$3K | 0.01% | 369 |
|
|
2023
Q3 | $43.4K | Buy |
+1,500
| New | +$43.4K | 0.01% | 457 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$45.3K | – | 1951 |
|
|
2022
Q4 | $45.3K | Hold |
1,500
| – | – | 0.01% | 449 |
|
|
2022
Q3 | $46K | Hold |
1,500
| – | – | 0.01% | 408 |
|
|
2022
Q2 | $51K | Hold |
1,500
| – | – | 0.01% | 392 |
|
|
2022
Q1 | $76K | Buy |
+1,500
| New | +$76K | 0.01% | 308 |
|