Smith Salley Wealth Management’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 | $267K | Hold |
8,954
| – | – | 0.02% | 229 |
|
|
2025
Q1 | $239K | Hold |
8,954
| – | – | 0.02% | 220 |
|
|
2024
Q4 | $354K | Hold |
8,954
| – | – | 0.02% | 194 |
|
|
2024
Q3 | $424K | Hold |
8,954
| – | – | 0.03% | 185 |
|
|
2024
Q2 | $314K | Hold |
8,954
| – | – | 0.02% | 199 |
|
|
2024
Q1 | $372K | Hold |
8,954
| – | – | 0.03% | 187 |
|
|
2023
Q4 | $407K | Hold |
8,954
| – | – | 0.03% | 194 |
|
|
2023
Q3 | $259K | Buy |
8,954
+350
| +4% | +$10.1K | 0.02% | 210 |
|
|
2023
Q2 | $226K | Hold |
8,604
| – | – | 0.02% | 216 |
|
|
2023
Q1 | $210K | Hold |
8,604
| – | – | 0.02% | 217 |
|
|
2022
Q4 | $260K | Buy |
8,604
+900
| +12% | +$27.2K | 0.02% | 198 |
|
|
2022
Q3 | $236K | Hold |
7,704
| – | – | 0.02% | 196 |
|
|
2022
Q2 | $261K | Hold |
7,704
| – | – | 0.02% | 197 |
|
|
2022
Q1 | $392K | Hold |
7,704
| – | – | 0.03% | 191 |
|
|
2021
Q4 | $672K | Hold |
7,704
| – | – | 0.05% | 173 |
|
|
2021
Q3 | $490K | Hold |
7,704
| – | – | 0.04% | 186 |
|
|
2021
Q2 | $455K | Hold |
7,704
| – | – | 0.04% | 187 |
|
|
2021
Q1 | $528K | Hold |
7,704
| – | – | 0.05% | 167 |
|
|
2020
Q4 | $366K | Buy |
+7,704
| New | +$366K | 0.04% | 175 |
|