Russell Investments Group’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
2026
Q1
$3.33M Sell
100,573
-1,490
-1% -$54.9K ﹤0.01% 1584
2025
Q4
$3.51M Buy
102,063
+33,387
+49% +$1.12M ﹤0.01% 1547
2025
Q3
$2.42M Buy
68,676
+14,576
+27% +$502K ﹤0.01% 1760
2025
Q2
$1.61M Buy
54,100
+14,259
+36% +$385K ﹤0.01% 1831
2025
Q1
$1.06M Sell
39,841
-69,000
-63% -$2.29M ﹤0.01% 2007
2024
Q4
$4.3M Sell
108,841
-6,595
-6% -$297K 0.01% 1247
2024
Q3
$5.47M Sell
115,436
-4,512
-4% -$189K 0.01% 1143
2024
Q2
$4.21M Buy
119,948
+1,339
+1% +$47.4K 0.01% 1236
2024
Q1
$4.92M Buy
118,609
+1,961
+2% +$78.1K 0.01% 1177
2023
Q4
$5.31M Buy
116,648
+4,153
+4% +$139K 0.01% 1106
2023
Q3
$3.26M Buy
112,495
+78,477
+231% +$2.52M 0.01% 1286
2023
Q2
$895K Sell
34,018
-8,927
-21% -$210K ﹤0.01% 1988
2023
Q1
$1.05M Buy
42,945
+11,161
+35% +$350K ﹤0.01% 1944
2022
Q4
$960K Sell
31,784
-1,469
-4% -$46.9K ﹤0.01% 1992
2022
Q3
$1.02M Buy
33,253
+4,641
+16% +$166K ﹤0.01% 1932
2022
Q2
$968K Buy
28,612
+4,228
+17% +$175K ﹤0.01% 1974
2022
Q1
$1.24M Sell
24,384
-1,313
-5% -$84K ﹤0.01% 1853
2021
Q4
$2.24M Sell
25,697
-11,641
-31% -$969K ﹤0.01% 1737
2021
Q3
$2.37M Sell
37,338
-2,344
-6% -$139K ﹤0.01% 1729
2021
Q2
$2.34M Buy
39,682
+759
+2% +$47.6K ﹤0.01% 1810
2021
Q1
$2.67M Sell
38,923
-15,190
-28% -$797K ﹤0.01% 1718
2020
Q4
$2.57M Buy
54,113
+16,420
+44% +$658K 0.01% 1624
2020
Q3
$953K Sell
37,693
-1,610
-4% -$31.4K ﹤0.01% 2088
2020
Q2
$569K Buy
39,303
+10,704
+37% +$145K ﹤0.01% 2333
2020
Q1
$356K Sell
28,599
-2,518
-8% -$39.8K ﹤0.01% 2320
2019
Q4
$590K Buy
31,117
+22,308
+253% +$413K ﹤0.01% 2331
2019
Q3
$159K Sell
8,809
-62,643
-88% -$1.13M ﹤0.01% 2683
2019
Q2
$1.23M Sell
71,452
-27,396
-28% -$450K ﹤0.01% 1899
2019
Q1
$1.44M Buy
98,848
+44,888
+83% +$690K ﹤0.01% 1875
2018
Q4
$799K Sell
53,960
-3,156
-6% -$60.8K ﹤0.01% 2091
2018
Q3
$1.53M Buy
57,116
+26,413
+86% +$791K ﹤0.01% 1888
2018
Q2
$941K Hold
30,703
﹤0.01% 2145
2018
Q1
$853K Buy
30,703
+25,943
+545% +$685K ﹤0.01% 2271
2017
Q4
$113K Buy
+4,760
New +$115K ﹤0.01% 2757

Other funds holding LOB