Principal Financial 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
Q2 | – | Sell |
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|
2025
Q1 | $705K | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.13M | Sell |
|
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|
2024
Q2 | $914K | Buy |
|
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|
2024
Q1 | $939K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $295K | Buy |
|
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|
2021
Q4 | $474K | Sell |
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|
2021
Q3 | $421K | Buy |
|
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|
2021
Q2 | $297K | Buy |
|
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $252K | Buy |
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|
2019
Q2 | $222K | Sell |
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|
2019
Q1 | $212K | Sell |
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|
2018
Q4 | $216K | Buy |
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|
2018
Q3 | $227K | Buy |
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|
2018
Q2 | $256K | Sell |
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|
2018
Q1 | $294K | Buy |
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|
2017
Q4 | $229K | Buy |
|