Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $328K | Buy |
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|
2024
Q2 | $241K | Buy |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $975K | Buy |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $952K | Sell |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $6.71M | Sell |
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|
2020
Q2 | $3.84M | Sell |
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|
2020
Q1 | $3.3M | Sell |
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|
2019
Q4 | $5.04M | Hold |
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|
2019
Q3 | $4.8M | Sell |
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|
2019
Q2 | $4.61M | Sell |
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|
2019
Q1 | $3.93M | Sell |
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|
2018
Q4 | $3.99M | Buy |
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|
2018
Q3 | $7.13M | Sell |
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|
2018
Q2 | $10.2M | Sell |
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|
2018
Q1 | $9.29M | Sell |
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|
2017
Q4 | $8.59M | Hold |
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|
2017
Q3 | $8.44M | Buy |
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