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 |
|