Next Financial Group’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $341K | Sell |
3,907
-779
| -17% | -$68K | 0.02% | 682 |
|
2021
Q3 | $298K | Buy |
4,686
+474
| +11% | +$30.1K | 0.02% | 667 |
|
2021
Q2 | $249K | Sell |
4,212
-1,347
| -24% | -$79.6K | 0.02% | 750 |
|
2021
Q1 | $381K | Buy |
5,559
+2,968
| +115% | +$203K | 0.03% | 532 |
|
2020
Q4 | $123K | Buy |
2,591
+1,914
| +283% | +$90.9K | 0.01% | 888 |
|
2020
Q3 | $17K | Buy |
+677
| New | +$17K | ﹤0.01% | 1472 |
|