Principal Securities’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 | $153K | Buy |
5,128
+2,128
| +71% | +$63.4K | ﹤0.01% | 1358 |
|
|
2025
Q1 | $119K | Hold |
3,000
| – | – | ﹤0.01% | 1354 |
|
|
2024
Q4 | $119K | Buy |
3,000
+1,498
| +100% | +$59.2K | ﹤0.01% | 1354 |
|
|
2024
Q3 | $71.2K | Buy |
1,502
+245
| +19% | +$11.6K | ﹤0.01% | 1547 |
|
|
2024
Q2 | $44.1K | Buy |
1,257
+1,248
| +13,867% | +$43.8K | ﹤0.01% | 1677 |
|
|
2024
Q1 | $374 | Hold |
9
| – | – | ﹤0.01% | 3175 |
|
|
2023
Q4 | $410 | Buy |
+9
| New | +$410 | ﹤0.01% | 3088 |
|