SignatureFD’s Live Oak Bancshares LOB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Sell
10,308
-401
-4% -$12K 0.01% 722
2025
Q1
$286K Buy
10,709
+206
+2% +$5.49K 0.01% 729
2024
Q4
$415K Sell
10,503
-30
-0.3% -$1.19K 0.01% 588
2024
Q3
$499K Buy
10,533
+97
+0.9% +$4.6K 0.01% 523
2024
Q2
$366K Sell
10,436
-18,172
-64% -$637K 0.01% 597
2024
Q1
$1.19M Buy
28,608
+275
+1% +$11.4K 0.03% 271
2023
Q4
$1.29M Buy
28,333
+294
+1% +$13.4K 0.03% 228
2023
Q3
$812K Buy
28,039
+22
+0.1% +$637 0.02% 303
2023
Q2
$737K Sell
28,017
-264
-0.9% -$6.95K 0.02% 325
2023
Q1
$689K Buy
28,281
+40
+0.1% +$975 0.02% 333
2022
Q4
$853K Buy
28,241
+651
+2% +$19.7K 0.02% 264
2022
Q3
$844K Buy
27,590
+45
+0.2% +$1.38K 0.03% 226
2022
Q2
$934K Sell
27,545
-32
-0.1% -$1.09K 0.03% 204
2022
Q1
$1.4M Buy
27,577
+280
+1% +$14.2K 0.04% 164
2021
Q4
$2.38M Sell
27,297
-4,035
-13% -$352K 0.07% 96
2021
Q3
$1.99M Buy
31,332
+3,265
+12% +$208K 0.07% 101
2021
Q2
$1.66M Hold
28,067
0.07% 112
2021
Q1
$1.92M Buy
28,067
+504
+2% +$34.5K 0.09% 88
2020
Q4
$1.31M Buy
27,563
+7,707
+39% +$366K 0.06% 100
2020
Q3
$503K Sell
19,856
-6,500
-25% -$165K 0.03% 236
2020
Q2
$382K Hold
26,356
0.02% 270
2020
Q1
$329K Hold
26,356
0.03% 263
2019
Q4
$501K Sell
26,356
-100
-0.4% -$1.9K 0.04% 244
2019
Q3
$479K Sell
26,456
-553
-2% -$10K 0.04% 215
2019
Q2
$463K Hold
27,009
0.04% 194
2019
Q1
$395K Hold
27,009
0.03% 224
2018
Q4
$400K Buy
27,009
+26,809
+13,405% +$397K 0.04% 200
2018
Q3
$5K Hold
200
﹤0.01% 1549
2018
Q2
$6K Buy
+200
New +$6K ﹤0.01% 1513