Motley Fool Asset Management’s Live Oak Bancshares LOB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.85M Sell
55,896
-12,239
-18% -$451K 0.08% 147
2025
Q4
$2.34M Buy
68,135
+18,347
+37% +$614K 0.09% 145
2025
Q3
$1.75M Sell
49,788
-52,122
-51% -$1.8M 0.07% 158
2025
Q2
$3.04M Buy
101,910
+14,270
+16% +$385K 0.14% 115
2025
Q1
$2.34M Buy
87,640
+24,463
+39% +$813K 0.13% 123
2024
Q4
$2.5M Buy
63,177
+5,960
+10% +$268K 0.13% 125
2024
Q3
$2.63M Sell
57,217
-1,192
-2% -$49.9K 0.16% 112
2024
Q2
$2M Sell
58,409
-7,741
-12% -$274K 0.13% 117
2024
Q1
$2.75M Buy
66,150
+9,317
+16% +$371K 0.18% 102
2023
Q4
$2.59M Sell
56,833
-28,845
-34% -$968K 0.19% 94
2023
Q3
$2.48M Buy
85,678
+1,662
+2% +$53.4K 0.2% 90
2023
Q2
$2.21M Buy
84,016
+29,466
+54% +$694K 0.2% 90
2023
Q1
$1.33M Buy
54,550
+3,272
+6% +$103K 0.15% 91
2022
Q4
$1.55M Buy
51,278
+10,938
+27% +$349K 0.17% 99
2022
Q3
$1.23M Sell
40,340
-1,998
-5% -$71.7K 0.12% 112
2022
Q2
$1.48M Sell
42,338
-4,329
-9% -$179K 0.14% 108
2022
Q1
$2.38M Buy
+46,667
New +$2.99M 0.17% 95

Other funds holding LOB