Schubert & Co’s Live Oak Bancshares LOB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2
Closed -$49 865
2023
Q1
$49 Sell
2
-7
-78% -$172 ﹤0.01% 1631
2022
Q4
$272 Sell
9
-11
-55% -$332 ﹤0.01% 1493
2022
Q3
$1K Buy
20
+6
+43% +$300 ﹤0.01% 1161
2022
Q2
$0 Buy
14
+8
+133% ﹤0.01% 1530
2022
Q1
$0 Buy
6
+2
+50% ﹤0.01% 1224
2021
Q4
$0 Buy
+4
New ﹤0.01% 1163