Rothschild Investment LLC’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 | $2.53K | Buy |
85
+30
| +55% | +$894 | ﹤0.01% | 1899 |
|
|
2025
Q1 | $1.47K | Buy |
55
+10
| +22% | +$267 | ﹤0.01% | 2100 |
|
|
2024
Q4 | $1.78K | Buy |
45
+5
| +13% | +$198 | ﹤0.01% | 1876 |
|
|
2024
Q3 | $1.9K | Buy |
40
+30
| +300% | +$1.42K | ﹤0.01% | 1755 |
|
|
2024
Q2 | $351 | Buy |
10
+5
| +100% | +$176 | ﹤0.01% | 2218 |
|
|
2024
Q1 | $208 | Buy |
+5
| New | +$208 | ﹤0.01% | 1728 |
|