Parsons Capital 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 | $411K | Hold |
13,800
| – | – | 0.03% | 332 |
|
|
2025
Q1 | $368K | Hold |
13,800
| – | – | 0.02% | 344 |
|
|
2024
Q4 | $546K | Hold |
13,800
| – | – | 0.03% | 309 |
|
|
2024
Q3 | $654K | Hold |
13,800
| – | – | 0.04% | 291 |
|
|
2024
Q2 | $484K | Hold |
13,800
| – | – | 0.03% | 319 |
|
|
2024
Q1 | $573K | Buy |
13,800
+600
| +5% | +$24.9K | 0.04% | 303 |
|
|
2023
Q4 | $601K | Sell |
13,200
-500
| -4% | -$22.8K | 0.04% | 286 |
|
|
2023
Q3 | $397K | Hold |
13,700
| – | – | 0.03% | 323 |
|
|
2023
Q2 | $360K | Hold |
13,700
| – | – | 0.03% | 345 |
|
|
2023
Q1 | $334K | Buy |
13,700
+1,250
| +10% | +$30.5K | 0.03% | 347 |
|
|
2022
Q4 | $376K | Hold |
12,450
| – | – | 0.03% | 323 |
|
|
2022
Q3 | $381K | Buy |
12,450
+1,150
| +10% | +$35.2K | 0.03% | 320 |
|
|
2022
Q2 | $383K | Hold |
11,300
| – | – | 0.03% | 317 |
|
|
2022
Q1 | $575K | Hold |
11,300
| – | – | 0.04% | 288 |
|
|
2021
Q4 | $986K | Hold |
11,300
| – | – | 0.07% | 219 |
|
|
2021
Q3 | $719K | Hold |
11,300
| – | – | 0.06% | 255 |
|
|
2021
Q2 | $667K | Hold |
11,300
| – | – | 0.05% | 257 |
|
|
2021
Q1 | $774K | Hold |
11,300
| – | – | 0.06% | 229 |
|
|
2020
Q4 | $536K | Buy |
11,300
+2,800
| +33% | +$133K | 0.05% | 256 |
|
|
2020
Q3 | $215K | Buy |
+8,500
| New | +$215K | 0.02% | 334 |
|