Rise Advisors’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 | $1.13K | Buy |
+38
| New | +$1.13K | ﹤0.01% | 1268 |
|
|
2023
Q2 | – | Sell |
-123
| Closed | -$2.99K | – | 742 |
|
|
2023
Q1 | $2.99K | Buy |
123
+1
| +0.8% | +$24 | ﹤0.01% | 520 |
|
|
2022
Q4 | $3.7K | Hold |
122
| – | – | ﹤0.01% | 486 |
|
|
2022
Q3 | $4K | Hold |
122
| – | – | ﹤0.01% | 467 |
|
|
2022
Q2 | $4K | Hold |
122
| – | – | ﹤0.01% | 475 |
|
|
2022
Q1 | $6K | Buy |
122
+50
| +69% | +$2.46K | 0.01% | 394 |
|
|
2021
Q4 | $6.29K | Buy |
+72
| New | +$6.29K | 0.01% | 379 |
|