Rice Hall James & Associates’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 | $4.42M | Sell |
148,233
-7,238
| -5% | -$216K | 0.24% | 89 |
|
|
2025
Q1 | $4.14M | Buy |
155,471
+26,085
| +20% | +$695K | 0.24% | 88 |
|
|
2024
Q4 | $5.12M | Sell |
129,386
-1,981
| -2% | -$78.3K | 0.28% | 76 |
|
|
2024
Q3 | $6.22M | Sell |
131,367
-1,062
| -0.8% | -$50.3K | 0.34% | 70 |
|
|
2024
Q2 | $4.64M | Sell |
132,429
-5,642
| -4% | -$198K | 0.28% | 80 |
|
|
2024
Q1 | $5.73M | Sell |
138,071
-6,408
| -4% | -$266K | 0.33% | 67 |
|
|
2023
Q4 | $6.57M | Sell |
144,479
-4,933
| -3% | -$224K | 0.38% | 66 |
|
|
2023
Q3 | $4.33M | Sell |
149,412
-781
| -0.5% | -$22.6K | 0.27% | 87 |
|
|
2023
Q2 | $3.95M | Sell |
150,193
-10,033
| -6% | -$264K | 0.22% | 106 |
|
|
2023
Q1 | $3.9M | Sell |
160,226
-69,042
| -30% | -$1.68M | 0.22% | 111 |
|
|
2022
Q4 | $6.92M | Buy |
+229,268
| New | +$6.92M | 0.4% | 63 |
|