Howe & Rusling’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 | $326K | Buy |
10,929
+1,081
| +11% | +$32.2K | 0.02% | 221 |
|
|
2025
Q1 | $263K | Buy |
9,848
+1,335
| +16% | +$35.6K | 0.02% | 230 |
|
|
2024
Q4 | $337K | Buy |
8,513
+655
| +8% | +$25.9K | 0.03% | 201 |
|
|
2024
Q3 | $372K | Hold |
7,858
| – | – | 0.03% | 192 |
|
|
2024
Q2 | $276K | Hold |
7,858
| – | – | 0.03% | 208 |
|
|
2024
Q1 | $326K | Hold |
7,858
| – | – | 0.03% | 195 |
|
|
2023
Q4 | $358K | Sell |
7,858
-1,127
| -13% | -$51.3K | 0.04% | 163 |
|
|
2023
Q3 | $260K | Hold |
8,985
| – | – | 0.03% | 190 |
|
|
2023
Q2 | $236K | Buy |
+8,985
| New | +$236K | 0.03% | 208 |
|