LPL Financial’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
Q3 | $1.09M | Buy |
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|
2025
Q2 | $795K | Buy |
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|
2025
Q1 | $521K | Buy |
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|
2024
Q4 | $408K | Buy |
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|
2024
Q3 | $453K | Buy |
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|
2024
Q2 | $282K | Buy |
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|
2024
Q1 | $325K | Buy |
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|
2023
Q4 | $347K | Sell |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $524K | Sell |
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|
2021
Q4 | $914K | Sell |
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|
2021
Q3 | $711K | Sell |
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|
2021
Q2 | $680K | Sell |
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|
2021
Q1 | $818K | Buy |
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|
2020
Q4 | $527K | Buy |
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|
2020
Q3 | $261K | Buy |
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