Stifel Financial’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 | $1.24M | Buy |
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|
2025
Q2 | $875K | Buy |
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|
2025
Q1 | $713K | Buy |
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|
2024
Q4 | $901K | Buy |
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|
2024
Q3 | $934K | Buy |
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|
2024
Q2 | $433K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $806K | Sell |
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|
2022
Q3 | $973K | Sell |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $312K | Sell |
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|
2021
Q3 | $1.4M | Buy |
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|
2021
Q2 | $1.26M | Buy |
|