Sequoia Financial Advisors’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-51,027
| Closed | -$2.42M | – | 1374 |
|
|
2024
Q3 | $2.42M | Buy |
51,027
+17
| +0% | +$805 | 0.03% | 337 |
|
|
2024
Q2 | $1.79M | Hold |
51,010
| – | – | 0.02% | 353 |
|
|
2024
Q1 | $2.12M | Hold |
51,010
| – | – | 0.03% | 313 |
|
|
2023
Q4 | $2.32M | Hold |
51,010
| – | – | 0.03% | 328 |
|
|
2023
Q3 | $1.48M | Hold |
51,010
| – | – | 0.03% | 276 |
|
|
2023
Q2 | $1.34M | Hold |
51,010
| – | – | 0.02% | 299 |
|
|
2023
Q1 | $1.24M | Buy |
+51,010
| New | +$1.24M | 0.03% | 279 |
|
|
2022
Q1 | – | Sell |
-51,480
| Closed | -$4.49M | – | 693 |
|
|
2021
Q4 | $4.49M | Buy |
+51,480
| New | +$4.49M | 0.12% | 117 |
|