Palisades Hudson Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,415
| Closed | -$276K | – | 108 |
|
|
2022
Q1 | $276K | Buy |
5,415
+2
| +0% | +$102 | 0.13% | 92 |
|
|
2021
Q4 | $472K | Buy |
5,413
+2
| +0% | +$174 | 0.2% | 61 |
|
|
2021
Q3 | $344K | Buy |
5,411
+3
| +0.1% | +$191 | 0.16% | 76 |
|
|
2021
Q2 | $319K | Buy |
5,408
+3
| +0.1% | +$177 | 0.14% | 82 |
|
|
2021
Q1 | $370K | Hold |
5,405
| – | – | 0.18% | 68 |
|
|
2020
Q4 | $257K | Buy |
+5,405
| New | +$257K | 0.13% | 88 |
|