Jupiter Asset Management’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-154,149
| Closed | -$5.4M | – | 456 |
|
|
2024
Q2 | $5.4M | Hold |
154,149
| – | – | 0.05% | 261 |
|
|
2024
Q1 | $6.4M | Buy |
154,149
+11,264
| +8% | +$468K | 0.06% | 243 |
|
|
2023
Q4 | $6.5M | Buy |
142,885
+108,563
| +316% | +$4.94M | 0.06% | 240 |
|
|
2023
Q3 | $994K | Buy |
+34,322
| New | +$994K | 0.01% | 400 |
|