Laurel Wealth Advisors (North Carolina)’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 | $1.6M | Buy |
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|
2025
Q1 | $42.7K | Hold |
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|
2024
Q4 | $63.3K | Hold |
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|
2024
Q3 | $75.8K | Hold |
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|
2024
Q2 | $56.1K | Hold |
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|
2024
Q1 | $66.4K | Hold |
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|
2023
Q4 | $72.8K | Hold |
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|
2023
Q3 | $46.3K | Hold |
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|
2023
Q2 | $42.1K | Hold |
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|
2023
Q1 | $39K | Hold |
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|
2022
Q4 | $48.3K | Hold |
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|
2022
Q3 | $49K | Hold |
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|
2022
Q2 | $54K | Hold |
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|
2022
Q1 | $81K | Hold |
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|
2021
Q4 | $140K | Hold |
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|
2021
Q3 | $102K | Hold |
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|
2021
Q2 | $94K | Hold |
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|
2021
Q1 | $110K | Hold |
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|
2020
Q4 | $76K | Hold |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $23K | Sell |
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|
2020
Q1 | $40K | Buy |
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|
2019
Q4 | $30K | Hold |
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|
2019
Q3 | $29K | Buy |
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|
2019
Q2 | $2K | Sell |
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|
2019
Q1 | $23K | Hold |
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|
2018
Q4 | $24K | Buy |
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