IFP Advisors’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 | – | Hold |
0
| – | – | – | 3588 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$79 | – | 4553 |
|
|
2024
Q4 | $79 | Buy |
+2
| New | +$79 | ﹤0.01% | 4114 |
|
|
2022
Q1 | – | Sell |
-263
| Closed | -$23K | – | 4577 |
|
|
2021
Q4 | $23K | Hold |
263
| – | – | ﹤0.01% | 1853 |
|
|
2021
Q3 | $16K | Sell |
263
-82
| -24% | -$4.99K | ﹤0.01% | 2031 |
|
|
2021
Q2 | $21K | Buy |
+345
| New | +$21K | ﹤0.01% | 1904 |
|
|
2021
Q1 | – | Sell |
-3,738
| Closed | -$177K | – | 3712 |
|
|
2020
Q4 | $177K | Sell |
3,738
-2,326
| -38% | -$110K | 0.01% | 855 |
|
|
2020
Q3 | $152K | Buy |
+6,064
| New | +$152K | 0.01% | 807 |
|
|
2020
Q2 | – | Sell |
-2,000
| Closed | -$25K | – | 3292 |
|
|
2020
Q1 | $25K | Buy |
+2,000
| New | +$25K | ﹤0.01% | 1396 |
|
|
2019
Q1 | $20K | Buy |
+1,374
| New | +$20K | ﹤0.01% | 1356 |
|
|
2016
Q2 | – | Sell |
-1,374
| Closed | -$20K | – | 4035 |
|
|
2016
Q1 | $20K | Buy |
+1,374
| New | +$20K | ﹤0.01% | 1356 |
|