Salem Investment Counselors’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
Q2 | $1.3M | Sell |
31,910
-6,295
| -16% | -$235K | 0.03% | 204 |
|
|
2026
Q1 | $1.26M | Hold |
38,205
| – | – | 0.04% | 196 |
|
|
2025
Q4 | $1.31M | Sell |
38,205
-1,190
| -3% | -$39.8K | 0.04% | 184 |
|
|
2025
Q3 | $1.39M | Sell |
39,395
-6,175
| -14% | -$213K | 0.04% | 182 |
|
|
2025
Q2 | $1.36M | Sell |
45,570
-2,160
| -5% | -$58.3K | 0.04% | 177 |
|
|
2025
Q1 | $1.27M | Sell |
47,730
-18,995
| -28% | -$631K | 0.04% | 171 |
|
|
2024
Q4 | $2.64M | Sell |
66,725
-20,635
| -24% | -$929K | 0.09% | 123 |
|
|
2024
Q3 | $4.14M | Sell |
87,360
-4,500
| -5% | -$188K | 0.12% | 100 |
|
|
2024
Q2 | $3.22M | Sell |
91,860
-33,155
| -27% | -$1.17M | 0.1% | 112 |
|
|
2024
Q1 | $5.19M | Sell |
125,015
-24,275
| -16% | -$966K | 0.17% | 89 |
|
|
2023
Q4 | $6.79M | Sell |
149,290
-18,625
| -11% | -$625K | 0.23% | 64 |
|
|
2023
Q3 | $4.86M | Buy |
167,915
+4,310
| +3% | +$139K | 0.19% | 80 |
|
|
2023
Q2 | $4.3M | Sell |
163,605
-141,136
| -46% | -$3.32M | 0.16% | 90 |
|
|
2023
Q1 | $7.43M | Sell |
304,741
-6,189
| -2% | -$194K | 0.3% | 62 |
|
|
2022
Q4 | $9.39M | Sell |
310,930
-24,735
| -7% | -$790K | 0.4% | 42 |
|
|
2022
Q3 | $10.3M | Buy |
335,665
+73,303
| +28% | +$2.63M | 0.47% | 38 |
|
|
2022
Q2 | $8.89M | Buy |
262,362
+262,312
| +524,624% | +$10.8M | 0.41% | 44 |
|
|
2022
Q1 | $3K | Sell |
50
-70
| -58% | -$4.48K | ﹤0.01% | 896 |
|
|
2021
Q4 | $10K | Hold |
120
| – | – | ﹤0.01% | 831 |
|
|
2021
Q3 | $8K | Hold |
120
| – | – | ﹤0.01% | 797 |
|
|
2021
Q2 | $7K | Sell |
120
-70
| -37% | -$4.39K | ﹤0.01% | 760 |
|
|
2021
Q1 | $13K | Sell |
190
-50
| -21% | -$2.62K | ﹤0.01% | 649 |
|
|
2020
Q4 | $11K | Sell |
240
-55
| -19% | -$2.21K | ﹤0.01% | 642 |
|
|
2020
Q3 | $7K | Sell |
295
-785
| -73% | -$15.3K | ﹤0.01% | 586 |
|
|
2020
Q2 | $16K | Sell |
1,080
-29,705
| -96% | -$403K | ﹤0.01% | 513 |
|
|
2020
Q1 | $384K | Buy |
+30,785
| New | +$487K | 0.04% | 187 |
|
|
2019
Q2 | – | Sell |
-700
| Closed | -$19K | – | 688 |
|
|
2019
Q1 | $19K | Sell |
700
-20,075
| -97% | -$309K | ﹤0.01% | 370 |
|
|
2018
Q4 | $308K | Buy |
20,775
+20,075
| +2,868% | +$387K | 0.04% | 166 |
|
|
2018
Q3 | $19K | Hold |
700
| – | – | ﹤0.01% | 370 |
|
|
2018
Q2 | $21K | Hold |
700
| – | – | ﹤0.01% | 380 |
|
|
2018
Q1 | $19K | Hold |
700
| – | – | ﹤0.01% | 395 |
|
|
2017
Q4 | $17K | Hold |
700
| – | – | ﹤0.01% | 414 |
|
|
2017
Q3 | $16K | Hold |
700
| – | – | ﹤0.01% | 411 |
|
|
2017
Q2 | $17K | Buy |
+700
| New | +$16.7K | ﹤0.01% | 419 |
|
Other funds holding LOB
TCOTS
EOJOAM
CCG
CPBTD
VCM
GI
CA
AWM
TM
JWA