Peachtree Investment Partners’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,553
| Closed | -$272K | – | 99 |
|
|
2024
Q1 | $272K | Buy |
6,553
+5
| +0.1% | +$208 | 0.11% | 65 |
|
|
2023
Q4 | $298K | Buy |
+6,548
| New | +$298K | 0.12% | 68 |
|
|
2023
Q1 | – | Sell |
-7,521
| Closed | -$227K | – | 95 |
|
|
2022
Q4 | $227K | Buy |
7,521
+7
| +0.1% | +$211 | 0.14% | 73 |
|
|
2022
Q3 | $230K | Buy |
7,514
+5
| +0.1% | +$153 | 0.15% | 63 |
|
|
2022
Q2 | $254K | Buy |
7,509
+6
| +0.1% | +$203 | 0.16% | 68 |
|
|
2022
Q1 | $382K | Buy |
+7,503
| New | +$382K | 0.18% | 69 |
|
|
2019
Q2 | – | Sell |
-16,759
| Closed | -$245K | – | 70 |
|
|
2019
Q1 | $245K | Buy |
16,759
+33
| +0.2% | +$482 | 0.21% | 58 |
|
|
2018
Q4 | $248K | Buy |
+16,726
| New | +$248K | 0.28% | 48 |
|