Patriot Investment Management Group’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $316K | Hold |
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|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $239K | Hold |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $445K | Hold |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $429K | Sell |
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|
2023
Q3 | $509K | Hold |
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|
2023
Q2 | $463K | Hold |
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|
2023
Q1 | $428K | Sell |
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|
2022
Q4 | $631K | Hold |
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|
2022
Q3 | $583K | Buy |
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|
2022
Q2 | $568K | Buy |
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|
2022
Q1 | $783K | Sell |
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $2.05M | Buy |
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|
2021
Q1 | $2.37M | Sell |
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|
2020
Q4 | $1.85M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $44.9K | Buy |
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