Pinnacle Associates’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 | $806K | Buy |
27,059
+5,575
| +26% | +$166K | 0.01% | 547 |
|
|
2025
Q1 | $573K | Hold |
21,484
| – | – | 0.01% | 584 |
|
|
2024
Q4 | $850K | Buy |
+21,484
| New | +$850K | 0.01% | 511 |
|
|
2024
Q3 | – | Sell |
-18,270
| Closed | -$641K | – | 829 |
|
|
2024
Q2 | $641K | Sell |
18,270
-2,263
| -11% | -$79.3K | 0.01% | 543 |
|
|
2024
Q1 | $852K | Buy |
+20,533
| New | +$852K | 0.01% | 500 |
|