Global Retirement Partners’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 | $76.7K | Buy |
+2,574
| New | +$76.7K | ﹤0.01% | 1553 |
|
|
2024
Q4 | $102K | Sell |
2,569
-99
| -4% | -$3.92K | ﹤0.01% | 1260 |
|
|
2024
Q3 | $126K | Sell |
2,668
-148
| -5% | -$7.01K | ﹤0.01% | 1121 |
|
|
2024
Q2 | $98.7K | Sell |
2,816
-15
| -0.5% | -$526 | ﹤0.01% | 1211 |
|
|
2024
Q1 | $118K | Buy |
2,831
+2
| +0.1% | +$83 | ﹤0.01% | 1013 |
|
|
2023
Q4 | $113K | Sell |
2,829
-23
| -0.8% | -$921 | ﹤0.01% | 980 |
|
|
2023
Q3 | $78K | Sell |
2,852
-1,523
| -35% | -$41.7K | ﹤0.01% | 1039 |
|
|
2023
Q2 | $115K | Buy |
4,375
+4
| +0.1% | +$105 | 0.01% | 885 |
|
|
2023
Q1 | $94.9K | Buy |
4,371
+1,169
| +37% | +$25.4K | 0.01% | 947 |
|
|
2022
Q4 | $96.7K | Buy |
3,202
+1,327
| +71% | +$40.1K | 0.01% | 829 |
|
|
2022
Q3 | $61K | Buy |
+1,875
| New | +$61K | ﹤0.01% | 940 |
|