Sigma Planning Corp’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,813
| Closed | -$214K | – | 1062 |
|
|
2019
Q3 | $214K | Sell |
11,813
-787
| -6% | -$14.3K | 0.01% | 887 |
|
|
2019
Q2 | $216K | Sell |
12,600
-78
| -0.6% | -$1.34K | 0.01% | 870 |
|
|
2019
Q1 | $185K | Buy |
12,678
+521
| +4% | +$7.6K | 0.01% | 857 |
|
|
2018
Q4 | $180K | Buy |
12,157
+570
| +5% | +$8.44K | 0.01% | 766 |
|
|
2018
Q3 | $311K | Buy |
11,587
+2,411
| +26% | +$64.7K | 0.02% | 660 |
|
|
2018
Q2 | $281K | Buy |
9,176
+956
| +12% | +$29.3K | 0.02% | 673 |
|
|
2018
Q1 | $229K | Buy |
+8,220
| New | +$229K | 0.02% | 720 |
|