Homestead Advisers’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 | $1.02M | Hold |
34,100
| – | – | 0.02% | 101 |
|
|
2025
Q1 | $909K | Sell |
34,100
-88,900
| -72% | -$2.37M | 0.02% | 98 |
|
|
2024
Q4 | $4.86M | Hold |
123,000
| – | – | 0.12% | 72 |
|
|
2024
Q3 | $5.83M | Hold |
123,000
| – | – | 0.14% | 64 |
|
|
2024
Q2 | $4.31M | Hold |
123,000
| – | – | 0.11% | 70 |
|
|
2024
Q1 | $5.11M | Hold |
123,000
| – | – | 0.12% | 68 |
|
|
2023
Q4 | $5.6M | Buy |
123,000
+62,600
| +104% | +$2.85M | 0.14% | 66 |
|
|
2023
Q3 | $1.75M | Hold |
60,400
| – | – | 0.05% | 94 |
|
|
2023
Q2 | $1.59M | Buy |
60,400
+9,100
| +18% | +$239K | 0.04% | 96 |
|
|
2023
Q1 | $1.25M | Sell |
51,300
-8,600
| -14% | -$210K | 0.03% | 99 |
|
|
2022
Q4 | $1.81M | Hold |
59,900
| – | – | 0.05% | 95 |
|
|
2022
Q3 | $1.83M | Buy |
+59,900
| New | +$1.83M | 0.06% | 99 |
|