PIMG
Patriot Investment Management Group’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
8,978
| – | – | 0.02% | 215 |
|
|
2025
Q1 | $239K | Hold |
8,978
| – | – | 0.02% | 211 |
|
|
2024
Q4 | $355K | Sell |
8,978
-415
| -4% | -$16.4K | 0.03% | 186 |
|
|
2024
Q3 | $445K | Hold |
9,393
| – | – | 0.03% | 171 |
|
|
2024
Q2 | $329K | Hold |
9,393
| – | – | 0.03% | 192 |
|
|
2024
Q1 | $390K | Sell |
9,393
-25
| -0.3% | -$1.04K | 0.03% | 184 |
|
|
2023
Q4 | $429K | Sell |
9,418
-8,165
| -46% | -$372K | 0.04% | 172 |
|
|
2023
Q3 | $509K | Hold |
17,583
| – | – | 0.05% | 153 |
|
|
2023
Q2 | $463K | Hold |
17,583
| – | – | 0.04% | 169 |
|
|
2023
Q1 | $428K | Sell |
17,583
-1,485
| -8% | -$36.2K | 0.04% | 178 |
|
|
2022
Q4 | $631K | Hold |
19,068
| – | – | 0.05% | 148 |
|
|
2022
Q3 | $583K | Buy |
19,068
+2,289
| +14% | +$70K | 0.06% | 145 |
|
|
2022
Q2 | $568K | Buy |
16,779
+1,392
| +9% | +$47.1K | 0.06% | 151 |
|
|
2022
Q1 | $783K | Sell |
15,387
-432
| -3% | -$22K | 0.07% | 133 |
|
|
2021
Q4 | $1.38M | Sell |
15,819
-21,200
| -57% | -$1.85M | 0.12% | 96 |
|
|
2021
Q3 | $2.36M | Buy |
37,019
+2,325
| +7% | +$148K | 0.21% | 57 |
|
|
2021
Q2 | $2.05M | Buy |
34,694
+25
| +0.1% | +$1.47K | 0.19% | 67 |
|
|
2021
Q1 | $2.37M | Sell |
34,669
-4,317
| -11% | -$296K | 0.24% | 57 |
|
|
2020
Q4 | $1.85M | Buy |
+38,986
| New | +$1.85M | 0.28% | 46 |
|
|
2020
Q3 | – | Sell |
-3,091
| Closed | -$44.9K | – | 452 |
|
|
2020
Q2 | $44.9K | Buy |
+3,091
| New | +$44.9K | 0.01% | 336 |
|