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Meridian Wealth Partners’s Live Oak Bancshares LOB Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-77
Closed -$5K – 745
2021
Q1 		$5K Buy
+77
New +$4.04K ﹤0.01% 687

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DCM
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Meridian Wealth Partners's LOB Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Live Oak Bancshares (LOB) in Q2 2021, closing a stake of 77 shares — an estimated $5K sold.

Meridian Wealth Partners first reported a position in LOB in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 164 funds tracked by Wall St. Rank hold LOB as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Live Oak Bancshares position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 77 Live Oak Bancshares shares in Q2 2021, an estimated $5K.
  • Meridian Wealth Partners first reported a position in Live Oak Bancshares in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Live Oak Bancshares position peaked at $5K in Q1 2021.
  • 164 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.