Northwestern Mutual Wealth Management’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 | $242K | Sell |
8,110
-1,614
| -17% | -$48.1K | ﹤0.01% | 1655 |
|
|
2025
Q1 | $259K | Buy |
9,724
+90
| +0.9% | +$2.4K | ﹤0.01% | 1559 |
|
|
2024
Q4 | $381K | Buy |
9,634
+24
| +0.2% | +$949 | ﹤0.01% | 1415 |
|
|
2024
Q3 | $455K | Sell |
9,610
-3,000
| -24% | -$142K | ﹤0.01% | 1338 |
|
|
2024
Q2 | $442K | Sell |
12,610
-4,500
| -26% | -$158K | ﹤0.01% | 1303 |
|
|
2024
Q1 | $710K | Buy |
17,110
+17,060
| +34,120% | +$708K | ﹤0.01% | 1126 |
|
|
2023
Q4 | $2.28K | Buy |
+50
| New | +$2.28K | ﹤0.01% | 3036 |
|
|
2023
Q1 | – | Sell |
-82
| Closed | -$2.48K | – | 3501 |
|
|
2022
Q4 | $2.48K | Buy |
+82
| New | +$2.48K | ﹤0.01% | 2915 |
|
|
2022
Q3 | – | Sell |
-46
| Closed | -$2K | – | 3266 |
|
|
2022
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 2926 |
|