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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Sell |
30,640
-1,156
| -4% | -$42.6K | ﹤0.01% | 4162 |
|
|
2025
Q4 | $1.09M | Buy |
31,796
+868
| +3% | +$29.1K | ﹤0.01% | 3983 |
|
|
2025
Q3 | $1.09M | Buy |
30,928
+4,259
| +16% | +$147K | ﹤0.01% | 3915 |
|
|
2025
Q2 | $795K | Buy |
26,669
+7,114
| +36% | +$192K | ﹤0.01% | 3960 |
|
|
2025
Q1 | $521K | Buy |
19,555
+9,229
| +89% | +$307K | ﹤0.01% | 4136 |
|
|
2024
Q4 | $408K | Buy |
10,326
+757
| +8% | +$34.1K | ﹤0.01% | 4268 |
|
|
2024
Q3 | $453K | Buy |
9,569
+1,527
| +19% | +$63.9K | ﹤0.01% | 4079 |
|
|
2024
Q2 | $282K | Buy |
8,042
+204
| +3% | +$7.22K | ﹤0.01% | 4323 |
|
|
2024
Q1 | $325K | Buy |
7,838
+204
| +3% | +$8.12K | ﹤0.01% | 4137 |
|
|
2023
Q4 | $347K | Sell |
7,634
-108
| -1% | -$3.63K | ﹤0.01% | 3980 |
|
|
2023
Q3 | $224K | Sell |
7,742
-597
| -7% | -$19.2K | ﹤0.01% | 4150 |
|
|
2023
Q2 | $219K | Buy |
+8,339
| New | +$196K | ﹤0.01% | 4088 |
|
|
2023
Q1 | – | Sell |
-8,370
| Closed | -$253K | – | 4538 |
|
|
2022
Q4 | $253K | Buy |
8,370
+1
| +0% | +$32 | ﹤0.01% | 3802 |
|
|
2022
Q3 | $256K | Sell |
8,369
-221
| -3% | -$7.93K | ﹤0.01% | 3731 |
|
|
2022
Q2 | $291K | Sell |
8,590
-1,703
| -17% | -$70.4K | ﹤0.01% | 3648 |
|
|
2022
Q1 | $524K | Sell |
10,293
-173
| -2% | -$11.1K | ﹤0.01% | 3162 |
|
|
2021
Q4 | $914K | Sell |
10,466
-708
| -6% | -$59K | ﹤0.01% | 2738 |
|
|
2021
Q3 | $711K | Sell |
11,174
-350
| -3% | -$20.7K | ﹤0.01% | 2892 |
|
|
2021
Q2 | $680K | Sell |
11,524
-416
| -3% | -$26.1K | ﹤0.01% | 2887 |
|
|
2021
Q1 | $818K | Buy |
11,940
+838
| +8% | +$44K | ﹤0.01% | 2579 |
|
|
2020
Q4 | $527K | Buy |
11,102
+792
| +8% | +$31.7K | ﹤0.01% | 2705 |
|
|
2020
Q3 | $261K | Buy |
+10,310
| New | +$201K | ﹤0.01% | 3009 |
|
Other funds holding LOB
VCM
GGHC
SAM
VPM
