Larson Financial Group’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 | $15.2K | Sell |
509
-395
| -44% | -$11.8K | ﹤0.01% | 1611 |
|
|
2025
Q1 | $24.1K | Buy |
904
+882
| +4,009% | +$23.5K | ﹤0.01% | 1285 |
|
|
2024
Q4 | $870 | Buy |
+22
| New | +$870 | ﹤0.01% | 2058 |
|
|
2021
Q3 | – | Sell |
-300
| Closed | -$18K | – | 918 |
|
|
2021
Q2 | $18K | Buy |
+300
| New | +$18K | ﹤0.01% | 455 |
|
|
2020
Q2 | – | Sell |
-171
| Closed | -$2K | – | 717 |
|
|
2020
Q1 | $2K | Hold |
171
| – | – | ﹤0.01% | 436 |
|
|
2019
Q4 | $3K | Hold |
171
| – | – | ﹤0.01% | 423 |
|
|
2019
Q3 | $3K | Hold |
171
| – | – | ﹤0.01% | 407 |
|
|
2019
Q2 | $3K | Sell |
171
-150
| -47% | -$2.63K | ﹤0.01% | 360 |
|
|
2019
Q1 | $5K | Hold |
321
| – | – | ﹤0.01% | 296 |
|
|
2018
Q4 | $5K | Buy |
+321
| New | +$5K | ﹤0.01% | 274 |
|