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Masso Torrence Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Masso Torrence Wealth Management’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-36
Closed -$3K – 236
2021
Q4 		$3K Buy
+36
New +$3K ﹤0.01% 340

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Masso Torrence Wealth Management's LOB Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Live Oak Bancshares (LOB) in Q1 2022, closing a stake of 36 shares — an estimated $3K sold.

Masso Torrence Wealth Management first reported a position in LOB in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 207 funds tracked by Wall St. Rank hold LOB as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Live Oak Bancshares position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 36 Live Oak Bancshares shares in Q1 2022, an estimated $3K.
  • Masso Torrence Wealth Management first reported a position in Live Oak Bancshares in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Live Oak Bancshares position peaked at $3K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.