Northwestern Mutual Wealth Management’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 | $286K | Hold |
|
|||||
|
2025
Q2 | $242K | Sell |
|
|||||
|
2025
Q1 | $259K | Buy |
|
|||||
|
2024
Q4 | $381K | Buy |
|
|||||
|
2024
Q3 | $455K | Sell |
|
|||||
|
2024
Q2 | $442K | Sell |
|
|||||
|
2024
Q1 | $710K | Buy |
|
|||||
|
2023
Q4 | $2.27K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $2.48K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $2K | Buy |
|