Smith Salley Wealth Management’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $315K | Hold |
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|
2025
Q2 | $267K | Hold |
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|
2025
Q1 | $239K | Hold |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $424K | Hold |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $372K | Hold |
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|
2023
Q4 | $407K | Hold |
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|
2023
Q3 | $259K | Buy |
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|
2023
Q2 | $226K | Hold |
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|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $261K | Hold |
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|
2022
Q1 | $392K | Hold |
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|
2021
Q4 | $672K | Hold |
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|
2021
Q3 | $490K | Hold |
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|
2021
Q2 | $455K | Hold |
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|
2021
Q1 | $528K | Hold |
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|
2020
Q4 | $366K | Buy |
|