JFS Wealth 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 | $90 | Sell |
|
|||||
|
2025
Q1 | $667 | Hold |
|
|||||
|
2024
Q4 | $989 | Hold |
|
|||||
|
2024
Q3 | $1.19K | Buy |
|
|||||
|
2024
Q2 | $842 | Hold |
|
|||||
|
2024
Q1 | $997 | Hold |
|
|||||
|
2023
Q4 | $1.09K | Sell |
|
|||||
|
2023
Q3 | $724 | Buy |
|
|||||
|
2023
Q2 | $448 | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $453 | Sell |
|
|||||
|
2022
Q3 | $6K | Sell |
|
|||||
|
2022
Q2 | $8K | Buy |
|
|||||
|
2022
Q1 | $10K | Sell |
|
|||||
|
2021
Q4 | $18K | Buy |
|
|||||
|
2021
Q3 | $13K | Buy |
|