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 |
|