IFP Advisors’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
Q2 | – | Hold |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $79 | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $23K | Hold |
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|
2021
Q3 | $16K | Sell |
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|
2021
Q2 | $21K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $177K | Sell |
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|
2020
Q3 | $152K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $25K | Buy |
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|
2019
Q1 | $20K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $20K | Buy |
|