Morgan Stanley’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 | $6.85M | Buy |
229,985
+61,059
| +36% | +$1.82M | ﹤0.01% | 3794 |
|
|
2025
Q1 | $4.5M | Buy |
168,926
+1,244
| +0.7% | +$33.2K | ﹤0.01% | 4012 |
|
|
2024
Q4 | $6.63M | Buy |
167,682
+9,813
| +6% | +$388K | ﹤0.01% | 3753 |
|
|
2024
Q3 | $7.48M | Buy |
157,869
+58,599
| +59% | +$2.78M | ﹤0.01% | 3650 |
|
|
2024
Q2 | $3.48M | Sell |
99,270
-14,670
| -13% | -$514K | ﹤0.01% | 4179 |
|
|
2024
Q1 | $4.73M | Sell |
113,940
-203,600
| -64% | -$8.45M | ﹤0.01% | 3956 |
|
|
2023
Q4 | $14.4M | Buy |
317,540
+216,528
| +214% | +$9.85M | ﹤0.01% | 3623 |
|
|
2023
Q3 | $2.92M | Buy |
101,012
+11,589
| +13% | +$336K | ﹤0.01% | 4120 |
|
|
2023
Q2 | $2.35M | Sell |
89,423
-72,047
| -45% | -$1.9M | ﹤0.01% | 4312 |
|
|
2023
Q1 | $3.94M | Buy |
161,470
+11,440
| +8% | +$279K | ﹤0.01% | 3968 |
|
|
2022
Q4 | $4.53M | Buy |
150,030
+54,336
| +57% | +$1.64M | ﹤0.01% | 3842 |
|
|
2022
Q3 | $2.93M | Sell |
95,694
-2,946
| -3% | -$90.1K | ﹤0.01% | 4152 |
|
|
2022
Q2 | $3.34M | Sell |
98,640
-31,318
| -24% | -$1.06M | ﹤0.01% | 4109 |
|
|
2022
Q1 | $6.61M | Buy |
129,958
+36,824
| +40% | +$1.87M | ﹤0.01% | 3375 |
|
|
2021
Q4 | $8.13M | Buy |
93,134
+34,323
| +58% | +$3M | ﹤0.01% | 3164 |
|
|
2021
Q3 | $3.74M | Buy |
58,811
+5,233
| +10% | +$333K | ﹤0.01% | 4020 |
|
|
2021
Q2 | $3.16M | Buy |
53,578
+14,511
| +37% | +$856K | ﹤0.01% | 4233 |
|
|
2021
Q1 | $2.68M | Sell |
39,067
-10,454
| -21% | -$716K | ﹤0.01% | 4032 |
|
|
2020
Q4 | $2.35M | Buy |
49,521
+38,666
| +356% | +$1.83M | ﹤0.01% | 4019 |
|
|
2020
Q3 | $275K | Sell |
10,855
-13,838
| -56% | -$351K | ﹤0.01% | 4941 |
|
|
2020
Q2 | $358K | Buy |
24,693
+11,977
| +94% | +$174K | ﹤0.01% | 4774 |
|
|
2020
Q1 | $158K | Sell |
12,716
-30,589
| -71% | -$380K | ﹤0.01% | 4969 |
|
|
2019
Q4 | $823K | Buy |
43,305
+22,433
| +107% | +$426K | ﹤0.01% | 4646 |
|
|
2019
Q3 | $378K | Buy |
20,872
+6,242
| +43% | +$113K | ﹤0.01% | 4819 |
|
|
2019
Q2 | $252K | Sell |
14,630
-3,655
| -20% | -$63K | ﹤0.01% | 4927 |
|
|
2019
Q1 | $266K | Sell |
18,285
-82,737
| -82% | -$1.2M | ﹤0.01% | 4908 |
|
|
2018
Q4 | $1.5M | Buy |
101,022
+14,262
| +16% | +$211K | ﹤0.01% | 3999 |
|
|
2018
Q3 | $2.33M | Buy |
86,760
+19,556
| +29% | +$524K | ﹤0.01% | 3882 |
|
|
2018
Q2 | $2.06M | Sell |
67,204
-14,914
| -18% | -$457K | ﹤0.01% | 4052 |
|
|
2018
Q1 | $2.28M | Buy |
82,118
+27,474
| +50% | +$764K | ﹤0.01% | 3880 |
|
|
2017
Q4 | $1.3M | Buy |
54,644
+20,528
| +60% | +$490K | ﹤0.01% | 4363 |
|
|
2017
Q3 | $800K | Buy |
34,116
+12,277
| +56% | +$288K | ﹤0.01% | 4574 |
|
|
2017
Q2 | $529K | Sell |
21,839
-5,702
| -21% | -$138K | ﹤0.01% | 4761 |
|
|
2017
Q1 | $596K | Sell |
27,541
-32,215
| -54% | -$697K | ﹤0.01% | 4731 |
|
|
2016
Q4 | $1.11M | Buy |
59,756
+52,672
| +744% | +$974K | ﹤0.01% | 4384 |
|
|
2016
Q3 | $102K | Buy |
7,084
+6,983
| +6,914% | +$101K | ﹤0.01% | 5301 |
|
|
2016
Q2 | $1K | Sell |
101
-1,574
| -94% | -$15.6K | ﹤0.01% | 6429 |
|
|
2016
Q1 | $25K | Sell |
1,675
-1,410
| -46% | -$21K | ﹤0.01% | 5849 |
|
|
2015
Q4 | $44K | Sell |
3,085
-95,091
| -97% | -$1.36M | ﹤0.01% | 5764 |
|
|
2015
Q3 | $1.93M | Buy |
+98,176
| New | +$1.93M | ﹤0.01% | 3547 |
|