Principal Financial Group’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,437
| Closed | -$705K | – | 2279 |
|
|
2025
Q1 | $705K | Buy |
26,437
+298
| +1% | +$7.95K | ﹤0.01% | 1890 |
|
|
2024
Q4 | $1.03M | Buy |
26,139
+2,340
| +10% | +$92.5K | ﹤0.01% | 1870 |
|
|
2024
Q3 | $1.13M | Sell |
23,799
-2,272
| -9% | -$108K | ﹤0.01% | 1839 |
|
|
2024
Q2 | $914K | Buy |
26,071
+3,441
| +15% | +$121K | ﹤0.01% | 1871 |
|
|
2024
Q1 | $939K | Buy |
+22,630
| New | +$939K | ﹤0.01% | 1874 |
|
|
2022
Q2 | – | Sell |
-5,793
| Closed | -$295K | – | 2589 |
|
|
2022
Q1 | $295K | Buy |
5,793
+367
| +7% | +$18.7K | ﹤0.01% | 2242 |
|
|
2021
Q4 | $474K | Sell |
5,426
-1,191
| -18% | -$104K | ﹤0.01% | 2139 |
|
|
2021
Q3 | $421K | Buy |
6,617
+1,577
| +31% | +$100K | ﹤0.01% | 2217 |
|
|
2021
Q2 | $297K | Buy |
+5,040
| New | +$297K | ﹤0.01% | 2359 |
|
|
2019
Q4 | – | Sell |
-13,901
| Closed | -$252K | – | 2256 |
|
|
2019
Q3 | $252K | Buy |
13,901
+928
| +7% | +$16.8K | ﹤0.01% | 2092 |
|
|
2019
Q2 | $222K | Sell |
12,973
-1,571
| -11% | -$26.9K | ﹤0.01% | 2125 |
|
|
2019
Q1 | $212K | Sell |
14,544
-65
| -0.4% | -$947 | ﹤0.01% | 2114 |
|
|
2018
Q4 | $216K | Buy |
14,609
+6,133
| +72% | +$90.7K | ﹤0.01% | 2115 |
|
|
2018
Q3 | $227K | Buy |
8,476
+123
| +1% | +$3.29K | ﹤0.01% | 2141 |
|
|
2018
Q2 | $256K | Sell |
8,353
-2,218
| -21% | -$68K | ﹤0.01% | 2111 |
|
|
2018
Q1 | $294K | Buy |
10,571
+987
| +10% | +$27.5K | ﹤0.01% | 2027 |
|
|
2017
Q4 | $229K | Buy |
+9,584
| New | +$229K | ﹤0.01% | 2110 |
|