Nisa Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $453K | Hold |
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|
2025
Q2 | $384K | Buy |
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|
2025
Q1 | $334K | Hold |
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|
2024
Q4 | $496K | Hold |
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|
2024
Q3 | $594K | Sell |
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|
2024
Q2 | $495K | Hold |
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|
2024
Q1 | $587K | Hold |
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|
2023
Q4 | $643K | Hold |
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|
2023
Q3 | $409K | Hold |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $14K | Sell |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $14 | Hold |
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|
2021
Q2 | $13 | Hold |
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|
2021
Q1 | $15 | Hold |
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|
2020
Q4 | $11K | Sell |
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|
2020
Q3 | $51K | Buy |
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