Handelsbanken Fonder’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
Q1 | – | Sell |
-6,000
| Closed | -$237K | – | 1536 |
|
|
2024
Q4 | $237K | Buy |
6,000
+400
| +7% | +$15.8K | ﹤0.01% | 1494 |
|
|
2024
Q3 | $265K | Buy |
+5,600
| New | +$265K | ﹤0.01% | 1441 |
|
|
2024
Q2 | – | Sell |
-6,900
| Closed | -$286K | – | 1558 |
|
|
2024
Q1 | $286K | Hold |
6,900
| – | – | ﹤0.01% | 1400 |
|
|
2023
Q4 | $314K | Buy |
+6,900
| New | +$314K | ﹤0.01% | 1371 |
|
|
2023
Q1 | – | Sell |
-6,900
| Closed | -$208K | – | 1572 |
|
|
2022
Q4 | $208K | Hold |
6,900
| – | – | ﹤0.01% | 1422 |
|
|
2022
Q3 | $211K | Hold |
6,900
| – | – | ﹤0.01% | 1417 |
|
|
2022
Q2 | $234K | Hold |
6,900
| – | – | ﹤0.01% | 1448 |
|
|
2022
Q1 | $351K | Sell |
6,900
-2,000
| -22% | -$102K | ﹤0.01% | 1430 |
|
|
2021
Q4 | $777K | Sell |
8,900
-1,300
| -13% | -$113K | ﹤0.01% | 1042 |
|
|
2021
Q3 | $649K | Buy |
10,200
+1,500
| +17% | +$95.4K | ﹤0.01% | 1176 |
|
|
2021
Q2 | $513K | Buy |
8,700
+3,100
| +55% | +$183K | ﹤0.01% | 1362 |
|
|
2021
Q1 | $384K | Buy |
+5,600
| New | +$384K | ﹤0.01% | 1329 |
|