Parallel Advisors’s Live Oak Bancshares LOB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.13K Sell
38
-71
-65% -$2.12K ﹤0.01% 3147
2025
Q1
$2.91K Sell
109
-61
-36% -$1.63K ﹤0.01% 2850
2024
Q4
$6.72K Hold
170
﹤0.01% 2508
2024
Q3
$8.05K Buy
170
+5
+3% +$237 ﹤0.01% 2460
2024
Q2
$5.79K Hold
165
﹤0.01% 2477
2024
Q1
$6.85K Hold
165
﹤0.01% 2436
2023
Q4
$7.51K Buy
165
+85
+106% +$3.87K ﹤0.01% 2393
2023
Q3
$2.32K Hold
80
﹤0.01% 2763
2023
Q2
$2.11K Sell
80
-89
-53% -$2.34K ﹤0.01% 2741
2023
Q1
$4.12K Buy
169
+26
+18% +$634 ﹤0.01% 2477
2022
Q4
$4.32K Buy
143
+137
+2,283% +$4.14K ﹤0.01% 2397
2022
Q3
$0 Buy
+6
New ﹤0.01% 3340
2022
Q2
Sell
-4
Closed 3189
2022
Q1
$0 Buy
+4
New ﹤0.01% 3137
2021
Q3
Sell
-18
Closed -$1K 3153
2021
Q2
$1K Buy
+18
New +$1K ﹤0.01% 2739
2020
Q1
Sell
-446
Closed -$8K 2531
2019
Q4
$8K Hold
446
﹤0.01% 1805
2019
Q3
$8K Hold
446
﹤0.01% 1749
2019
Q2
$8K Hold
446
﹤0.01% 1659
2019
Q1
$7K Buy
+446
New +$7K ﹤0.01% 1671