Rockefeller Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $47K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $146K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $93K | Sell |
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|
2022
Q3 | $95K | Buy |
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|
2022
Q2 | $105K | Buy |
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|
2022
Q1 | $156K | Buy |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $192K | Buy |
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|
2021
Q2 | $31K | Hold |
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|
2021
Q1 | $36K | Buy |
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|
2020
Q4 | $23K | Buy |
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