Mather Group’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
Sell
-117
Closed -$3.12K 1248
2025
Q1
$3.12K Hold
117
﹤0.01% 1494
2024
Q4
$4.63K Hold
117
﹤0.01% 1394
2024
Q3
$5.54K Sell
117
-127
-52% -$6.02K ﹤0.01% 1287
2024
Q2
$10.1K Buy
244
+111
+83% +$4.6K ﹤0.01% 1452
2024
Q1
$6.05K Buy
+133
New +$6.05K ﹤0.01% 1316