Riverview Trust Company’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 | – | Sell |
-684
| Closed | -$18.2K | – | 421 |
|
2025
Q1 | $18.2K | Hold |
684
| – | – | 0.02% | 460 |
|
2024
Q4 | $27.1K | Hold |
684
| – | – | 0.02% | 349 |
|
2024
Q3 | $32.4K | Hold |
684
| – | – | 0.03% | 315 |
|
2024
Q2 | $24K | Hold |
684
| – | – | 0.02% | 367 |
|
2024
Q1 | $28.4K | Buy |
+684
| New | +$28.4K | 0.02% | 356 |
|
2023
Q4 | – | Sell |
-684
| Closed | -$19.8K | – | 400 |
|
2023
Q3 | $19.8K | Hold |
684
| – | – | 0.02% | 381 |
|
2023
Q2 | $18K | Buy |
684
+251
| +58% | +$6.6K | 0.02% | 407 |
|
2023
Q1 | $10.6K | Hold |
433
| – | – | 0.01% | 665 |
|
2022
Q4 | $13K | Buy |
+433
| New | +$13K | 0.01% | 578 |
|