Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $80.2K | Sell |
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|
2025
Q2 | $76.7K | Buy |
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|
2024
Q4 | $102K | Sell |
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|
2024
Q3 | $126K | Sell |
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|
2024
Q2 | $98.7K | Sell |
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|
2024
Q1 | $118K | Buy |
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|
2023
Q4 | $113K | Sell |
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|
2023
Q3 | $78K | Sell |
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|
2023
Q2 | $115K | Buy |
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|
2023
Q1 | $94.9K | Buy |
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|
2022
Q4 | $96.7K | Buy |
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|
2022
Q3 | $61K | Buy |
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