JFS Wealth 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 | $90 | Sell |
3
-22
| -88% | -$660 | ﹤0.01% | 1815 |
|
|
2025
Q1 | $667 | Hold |
25
| – | – | ﹤0.01% | 1731 |
|
|
2024
Q4 | $989 | Hold |
25
| – | – | ﹤0.01% | 1675 |
|
|
2024
Q3 | $1.19K | Buy |
25
+1
| +4% | +$47 | ﹤0.01% | 1658 |
|
|
2024
Q2 | $842 | Hold |
24
| – | – | ﹤0.01% | 1704 |
|
|
2024
Q1 | $997 | Hold |
24
| – | – | ﹤0.01% | 1662 |
|
|
2023
Q4 | $1.09K | Sell |
24
-1
| -4% | -$46 | ﹤0.01% | 1635 |
|
|
2023
Q3 | $724 | Buy |
25
+8
| +47% | +$232 | ﹤0.01% | 1665 |
|
|
2023
Q2 | $448 | Buy |
+17
| New | +$448 | ﹤0.01% | 1777 |
|
|
2023
Q1 | – | Sell |
-15
| Closed | -$453 | – | 1980 |
|
|
2022
Q4 | $453 | Sell |
15
-191
| -93% | -$5.77K | ﹤0.01% | 1743 |
|
|
2022
Q3 | $6K | Sell |
206
-22
| -10% | -$641 | ﹤0.01% | 925 |
|
|
2022
Q2 | $8K | Buy |
228
+26
| +13% | +$912 | ﹤0.01% | 831 |
|
|
2022
Q1 | $10K | Sell |
202
-7
| -3% | -$347 | ﹤0.01% | 786 |
|
|
2021
Q4 | $18K | Buy |
209
+9
| +5% | +$775 | ﹤0.01% | 587 |
|
|
2021
Q3 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 608 |
|