Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-33
| Closed | -$2K | – | 825 |
|
|
2022
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 711 |
|
|
2022
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 734 |
|
|
2022
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 639 |
|
|
2021
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 636 |
|
|
2021
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 676 |
|
|
2021
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 671 |
|
|
2021
Q1 | $2 | Hold |
33
| – | – | ﹤0.01% | 673 |
|
|
2020
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 638 |
|