MFWM
Motley Fool Wealth Management’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
366,608
+102,749
| +39% | +$3.06M | 0.66% | 50 |
|
|
2025
Q1 | $7.03M | Buy |
263,859
+117,674
| +80% | +$3.14M | 0.42% | 79 |
|
|
2024
Q4 | $5.77M | Sell |
146,185
-4,728
| -3% | -$187K | 0.3% | 98 |
|
|
2024
Q3 | $7.15M | Sell |
150,913
-2,454
| -2% | -$116K | 0.36% | 93 |
|
|
2024
Q2 | $5.33M | Buy |
153,367
+6,146
| +4% | +$214K | 0.27% | 93 |
|
|
2024
Q1 | $6.11M | Sell |
147,221
-5,208
| -3% | -$216K | 0.32% | 90 |
|
|
2023
Q4 | $6.94M | Sell |
152,429
-90,190
| -37% | -$4.1M | 0.36% | 84 |
|
|
2023
Q3 | $7.03M | Sell |
242,619
-358
| -0.1% | -$10.4K | 0.41% | 77 |
|
|
2023
Q2 | $6.4M | Buy |
242,977
+154,528
| +175% | +$4.07M | 0.38% | 82 |
|
|
2023
Q1 | $2.16M | Buy |
88,449
+1,638
| +2% | +$39.9K | 0.13% | 101 |
|
|
2022
Q4 | $2.62M | Sell |
86,811
-1,252
| -1% | -$37.8K | 0.18% | 95 |
|
|
2022
Q3 | $2.7M | Sell |
88,063
-103
| -0.1% | -$3.15K | 0.18% | 100 |
|
|
2022
Q2 | $2.99M | Sell |
88,166
-326
| -0.4% | -$11K | 0.19% | 100 |
|
|
2022
Q1 | $4.5M | Buy |
+88,492
| New | +$4.5M | 0.22% | 96 |
|