Profit Investment Management’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 | $2.12M | Hold |
71,135
| – | – | 1.91% | 21 |
|
|
2025
Q1 | $1.9M | Hold |
71,135
| – | – | 1.76% | 25 |
|
|
2024
Q4 | $2.81M | Hold |
71,135
| – | – | 2.26% | 11 |
|
|
2024
Q3 | $3.37M | Sell |
71,135
-48,820
| -41% | -$2.31M | 2.65% | 6 |
|
|
2024
Q2 | $4.21M | Sell |
119,955
-8,891
| -7% | -$312K | 2.63% | 8 |
|
|
2024
Q1 | $5.35M | Hold |
128,846
| – | – | 3.02% | 6 |
|
|
2023
Q4 | $5.86M | Buy |
128,846
+7,513
| +6% | +$342K | 3.36% | 3 |
|
|
2023
Q3 | $3.51M | Buy |
121,333
+34,497
| +40% | +$999K | 2.48% | 14 |
|
|
2023
Q2 | $2.28M | Buy |
86,836
+10,655
| +14% | +$280K | 1.48% | 26 |
|
|
2023
Q1 | $1.86M | Hold |
76,181
| – | – | 1.23% | 30 |
|
|
2022
Q4 | $2.3M | Hold |
76,181
| – | – | 1.62% | 26 |
|
|
2022
Q3 | $2.33M | Buy |
76,181
+38,992
| +105% | +$1.19M | 1.78% | 24 |
|
|
2022
Q2 | $1.26M | Buy |
+37,189
| New | +$1.26M | 0.92% | 34 |
|
|
2017
Q3 | – | Sell |
-9,319
| Closed | -$226K | – | 92 |
|
|
2017
Q2 | $226K | Buy |
+9,319
| New | +$226K | 0.2% | 92 |
|