LPL Financial’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 | $795K | Buy |
26,669
+7,114
| +36% | +$212K | ﹤0.01% | 3918 |
|
|
2025
Q1 | $521K | Buy |
19,555
+9,229
| +89% | +$246K | ﹤0.01% | 4075 |
|
|
2024
Q4 | $408K | Buy |
10,326
+757
| +8% | +$29.9K | ﹤0.01% | 4192 |
|
|
2024
Q3 | $453K | Buy |
9,569
+1,527
| +19% | +$72.3K | ﹤0.01% | 4015 |
|
|
2024
Q2 | $282K | Buy |
8,042
+204
| +3% | +$7.15K | ﹤0.01% | 4242 |
|
|
2024
Q1 | $325K | Buy |
7,838
+204
| +3% | +$8.47K | ﹤0.01% | 4074 |
|
|
2023
Q4 | $347K | Sell |
7,634
-108
| -1% | -$4.91K | ﹤0.01% | 3926 |
|
|
2023
Q3 | $224K | Sell |
7,742
-597
| -7% | -$17.3K | ﹤0.01% | 4100 |
|
|
2023
Q2 | $219K | Buy |
+8,339
| New | +$219K | ﹤0.01% | 4038 |
|
|
2023
Q1 | – | Sell |
-8,370
| Closed | -$253K | – | 4505 |
|
|
2022
Q4 | $253K | Buy |
8,370
+1
| +0% | +$30 | ﹤0.01% | 3780 |
|
|
2022
Q3 | $256K | Sell |
8,369
-221
| -3% | -$6.76K | ﹤0.01% | 3703 |
|
|
2022
Q2 | $291K | Sell |
8,590
-1,703
| -17% | -$57.7K | ﹤0.01% | 3624 |
|
|
2022
Q1 | $524K | Sell |
10,293
-173
| -2% | -$8.81K | ﹤0.01% | 3152 |
|
|
2021
Q4 | $914K | Sell |
10,466
-708
| -6% | -$61.8K | ﹤0.01% | 2729 |
|
|
2021
Q3 | $711K | Sell |
11,174
-350
| -3% | -$22.3K | ﹤0.01% | 2878 |
|
|
2021
Q2 | $680K | Sell |
11,524
-416
| -3% | -$24.5K | ﹤0.01% | 2878 |
|
|
2021
Q1 | $818K | Buy |
11,940
+838
| +8% | +$57.4K | ﹤0.01% | 2571 |
|
|
2020
Q4 | $527K | Buy |
11,102
+792
| +8% | +$37.6K | ﹤0.01% | 2697 |
|
|
2020
Q3 | $261K | Buy |
+10,310
| New | +$261K | ﹤0.01% | 2991 |
|