Gratus Capital’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-18,500
| Closed | -$448K | – | 189 |
|
|
2017
Q2 | $448K | Buy |
+18,500
| New | +$448K | 0.06% | 136 |
|
|
2016
Q4 | – | Sell |
-1,000,010
| Closed | -$14.4M | – | 180 |
|
|
2016
Q3 | $14.4M | Hold |
1,000,010
| – | – | 2.11% | 2 |
|
|
2016
Q2 | $14.1M | Hold |
1,000,010
| – | – | 2.07% | 2 |
|
|
2016
Q1 | $15M | Buy |
+1,000,010
| New | +$15M | 3.29% | 2 |
|