Stifel Financial’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 | $875K | Buy |
29,369
+2,632
| +10% | +$78.4K | ﹤0.01% | 2417 |
|
|
2025
Q1 | $713K | Buy |
26,737
+3,946
| +17% | +$105K | ﹤0.01% | 2445 |
|
|
2024
Q4 | $901K | Buy |
22,791
+3,071
| +16% | +$121K | ﹤0.01% | 2312 |
|
|
2024
Q3 | $934K | Buy |
19,720
+7,357
| +60% | +$348K | ﹤0.01% | 2273 |
|
|
2024
Q2 | $433K | Buy |
+12,363
| New | +$433K | ﹤0.01% | 2714 |
|
|
2023
Q1 | – | Sell |
-26,689
| Closed | -$806K | – | 3388 |
|
|
2022
Q4 | $806K | Sell |
26,689
-5,100
| -16% | -$154K | ﹤0.01% | 2163 |
|
|
2022
Q3 | $973K | Sell |
31,789
-29
| -0.1% | -$888 | ﹤0.01% | 1987 |
|
|
2022
Q2 | $1.08M | Buy |
+31,818
| New | +$1.08M | ﹤0.01% | 1936 |
|
|
2022
Q1 | – | Sell |
-3,570
| Closed | -$312K | – | 3444 |
|
|
2021
Q4 | $312K | Sell |
3,570
-18,492
| -84% | -$1.62M | ﹤0.01% | 2886 |
|
|
2021
Q3 | $1.4M | Buy |
22,062
+640
| +3% | +$40.7K | ﹤0.01% | 1828 |
|
|
2021
Q2 | $1.26M | Buy |
+21,422
| New | +$1.26M | ﹤0.01% | 1924 |
|