Nisa Investment Advisors’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 | $384K | Buy |
12,876
+345
| +3% | +$10.3K | ﹤0.01% | 1056 |
|
|
2025
Q1 | $334K | Hold |
12,531
| – | – | ﹤0.01% | 1101 |
|
|
2024
Q4 | $496K | Hold |
12,531
| – | – | ﹤0.01% | 1065 |
|
|
2024
Q3 | $594K | Sell |
12,531
-1,600
| -11% | -$75.8K | ﹤0.01% | 994 |
|
|
2024
Q2 | $495K | Hold |
14,131
| – | – | ﹤0.01% | 1084 |
|
|
2024
Q1 | $587K | Hold |
14,131
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q4 | $643K | Hold |
14,131
| – | – | ﹤0.01% | 979 |
|
|
2023
Q3 | $409K | Hold |
14,131
| – | – | ﹤0.01% | 1121 |
|
|
2023
Q2 | $372K | Buy |
14,131
+13,549
| +2,328% | +$356K | ﹤0.01% | 1160 |
|
|
2023
Q1 | $14K | Sell |
582
-6,250
| -91% | -$150K | ﹤0.01% | 2097 |
|
|
2022
Q4 | $206K | Buy |
6,832
+6,800
| +21,250% | +$205K | ﹤0.01% | 1365 |
|
|
2022
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 2458 |
|
|
2021
Q4 | – | Sell |
-225
| Closed | -$14 | – | 2286 |
|
|
2021
Q3 | $14 | Hold |
225
| – | – | ﹤0.01% | 2159 |
|
|
2021
Q2 | $13 | Hold |
225
| – | – | ﹤0.01% | 2193 |
|
|
2021
Q1 | $15 | Hold |
225
| – | – | ﹤0.01% | 2165 |
|
|
2020
Q4 | $11K | Sell |
225
-1,775
| -89% | -$86.8K | ﹤0.01% | 2201 |
|
|
2020
Q3 | $51K | Buy |
+2,000
| New | +$51K | ﹤0.01% | 1799 |
|