Pathstone Holdings’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
Q1 | – | Sell |
-5,238
| Closed | -$207K | – | 2303 |
|
|
2024
Q4 | $207K | Sell |
5,238
-19
| -0.4% | -$751 | ﹤0.01% | 2152 |
|
|
2024
Q3 | $249K | Buy |
+5,257
| New | +$249K | ﹤0.01% | 2065 |
|
|
2024
Q1 | – | Sell |
-4,573
| Closed | -$208K | – | 2315 |
|
|
2023
Q4 | $208K | Buy |
+4,573
| New | +$208K | ﹤0.01% | 2038 |
|