Laurel Wealth Advisors (North Carolina)’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 | $1.6M | Buy |
47,680
+46,080
| +2,880% | +$1.55M | 0.02% | 215 |
|
|
2025
Q1 | $42.7K | Hold |
1,600
| – | – | 0.01% | 327 |
|
|
2024
Q4 | $63.3K | Hold |
1,600
| – | – | 0.01% | 285 |
|
|
2024
Q3 | $75.8K | Hold |
1,600
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $56.1K | Hold |
1,600
| – | – | 0.01% | 278 |
|
|
2024
Q1 | $66.4K | Hold |
1,600
| – | – | 0.01% | 272 |
|
|
2023
Q4 | $72.8K | Hold |
1,600
| – | – | 0.01% | 250 |
|
|
2023
Q3 | $46.3K | Hold |
1,600
| – | – | 0.01% | 280 |
|
|
2023
Q2 | $42.1K | Hold |
1,600
| – | – | 0.01% | 300 |
|
|
2023
Q1 | $39K | Hold |
1,600
| – | – | 0.01% | 306 |
|
|
2022
Q4 | $48.3K | Hold |
1,600
| – | – | 0.01% | 257 |
|
|
2022
Q3 | $49K | Hold |
1,600
| – | – | 0.01% | 256 |
|
|
2022
Q2 | $54K | Hold |
1,600
| – | – | 0.01% | 248 |
|
|
2022
Q1 | $81K | Hold |
1,600
| – | – | 0.02% | 236 |
|
|
2021
Q4 | $140K | Hold |
1,600
| – | – | 0.03% | 190 |
|
|
2021
Q3 | $102K | Hold |
1,600
| – | – | 0.02% | 210 |
|
|
2021
Q2 | $94K | Hold |
1,600
| – | – | 0.02% | 222 |
|
|
2021
Q1 | $110K | Hold |
1,600
| – | – | 0.03% | 198 |
|
|
2020
Q4 | $76K | Hold |
1,600
| – | – | 0.02% | 221 |
|
|
2020
Q3 | $41K | Hold |
1,600
| – | – | 0.01% | 254 |
|
|
2020
Q2 | $23K | Sell |
1,600
-1,600
| -50% | -$23K | 0.01% | 303 |
|
|
2020
Q1 | $40K | Buy |
3,200
+1,600
| +100% | +$20K | 0.02% | 236 |
|
|
2019
Q4 | $30K | Hold |
1,600
| – | – | 0.01% | 290 |
|
|
2019
Q3 | $29K | Buy |
1,600
+1,599
| +159,900% | +$29K | 0.01% | 287 |
|
|
2019
Q2 | $2K | Sell |
1
-1,599
| -100% | -$3.2M | ﹤0.01% | 484 |
|
|
2019
Q1 | $23K | Hold |
1,600
| – | – | 0.01% | 294 |
|
|
2018
Q4 | $24K | Buy |
+1,600
| New | +$24K | 0.01% | 283 |
|