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