Jolley Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-500
| Closed | -$15K | – | 123 |
|
|
2018
Q2 | $15K | Hold |
500
| – | – | 0.01% | 136 |
|
|
2018
Q1 | $14K | Hold |
500
| – | – | 0.01% | 145 |
|
|
2017
Q4 | $12K | Hold |
500
| – | – | 0.01% | 142 |
|
|
2017
Q3 | $12K | Hold |
500
| – | – | 0.01% | 139 |
|
|
2017
Q2 | $12K | Hold |
500
| – | – | 0.01% | 142 |
|
|
2017
Q1 | $11K | Hold |
500
| – | – | 0.01% | 130 |
|
|
2016
Q4 | $9K | Buy |
+500
| New | +$9K | 0.01% | 135 |
|