Jacobs Levy Equity Management’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 | $8.41M | Buy |
282,350
+50,909
| +22% | +$1.52M | 0.03% | 334 |
|
|
2025
Q1 | $6.17M | Sell |
231,441
-4,393
| -2% | -$117K | 0.02% | 417 |
|
|
2024
Q4 | $9.33M | Buy |
235,834
+50,525
| +27% | +$2M | 0.03% | 317 |
|
|
2024
Q3 | $8.78M | Buy |
185,309
+83,639
| +82% | +$3.96M | 0.03% | 347 |
|
|
2024
Q2 | $3.56M | Buy |
101,670
+69,151
| +213% | +$2.42M | 0.01% | 499 |
|
|
2024
Q1 | $1.35M | Buy |
+32,519
| New | +$1.35M | 0.01% | 660 |
|
|
2022
Q1 | – | Sell |
-34,704
| Closed | -$3.03M | – | 1042 |
|
|
2021
Q4 | $3.03M | Sell |
34,704
-37,048
| -52% | -$3.23M | 0.02% | 531 |
|
|
2021
Q3 | $4.57M | Buy |
71,752
+20,230
| +39% | +$1.29M | 0.03% | 453 |
|
|
2021
Q2 | $3.04M | Buy |
51,522
+1,131
| +2% | +$66.7K | 0.02% | 532 |
|
|
2021
Q1 | $3.45M | Sell |
50,391
-143,970
| -74% | -$9.86M | 0.03% | 502 |
|
|
2020
Q4 | $9.22M | Buy |
194,361
+52,519
| +37% | +$2.49M | 0.08% | 275 |
|
|
2020
Q3 | $3.59M | Sell |
141,842
-16,488
| -10% | -$418K | 0.04% | 414 |
|
|
2020
Q2 | $2.3M | Buy |
158,330
+34,986
| +28% | +$508K | 0.02% | 506 |
|
|
2020
Q1 | $1.54M | Buy |
123,344
+100,081
| +430% | +$1.25M | 0.02% | 536 |
|
|
2019
Q4 | $442K | Buy |
+23,263
| New | +$442K | ﹤0.01% | 798 |
|