McClarren Financial Advisors’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-54
| Closed | -$1K | – | 372 |
|
|
2023
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 315 |
|
|
2023
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 305 |
|
|
2022
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 315 |
|
|
2022
Q3 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 288 |
|
|
2022
Q2 | – | Sell |
-54
| Closed | -$2K | – | 160 |
|
|
2022
Q1 | $2K | Sell |
54
-1
| -2% | -$37 | ﹤0.01% | 253 |
|
|
2021
Q4 | $5K | Buy |
55
+1
| +2% | +$91 | ﹤0.01% | 264 |
|
|
2021
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 250 |
|
|
2021
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 263 |
|
|
2021
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 224 |
|
|
2020
Q4 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 200 |
|