TD Asset Management’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Hold |
73,366
| – | – | ﹤0.01% | 911 |
|
|
2025
Q1 | $1.96M | Buy |
73,366
+2,396
| +3% | +$63.9K | ﹤0.01% | 965 |
|
|
2024
Q4 | $2.81M | Buy |
70,970
+2,216
| +3% | +$87.6K | ﹤0.01% | 915 |
|
|
2024
Q3 | $3.26M | Hold |
68,754
| – | – | ﹤0.01% | 892 |
|
|
2024
Q2 | $2.41M | Hold |
68,754
| – | – | ﹤0.01% | 938 |
|
|
2024
Q1 | $2.85M | Buy |
68,754
+3,658
| +6% | +$152K | ﹤0.01% | 914 |
|
|
2023
Q4 | $2.96M | Hold |
65,096
| – | – | ﹤0.01% | 885 |
|
|
2023
Q3 | $1.88M | Hold |
65,096
| – | – | ﹤0.01% | 972 |
|
|
2023
Q2 | $1.71M | Sell |
65,096
-6,196
| -9% | -$163K | ﹤0.01% | 1003 |
|
|
2023
Q1 | $1.74M | Buy |
71,292
+5,000
| +8% | +$122K | ﹤0.01% | 1017 |
|
|
2022
Q4 | $2M | Buy |
66,292
+1,618
| +3% | +$48.9K | ﹤0.01% | 987 |
|
|
2022
Q3 | $2M | Buy |
64,674
+3,932
| +6% | +$122K | ﹤0.01% | 1000 |
|
|
2022
Q2 | $2.06M | Sell |
60,742
-838
| -1% | -$28.4K | ﹤0.01% | 999 |
|
|
2022
Q1 | $3.13M | Sell |
61,580
-17,998
| -23% | -$916K | ﹤0.01% | 949 |
|
|
2021
Q4 | $6.95M | Buy |
79,578
+39,603
| +99% | +$3.46M | 0.01% | 777 |
|
|
2021
Q3 | $2.54M | Sell |
39,975
-958
| -2% | -$61K | ﹤0.01% | 1015 |
|
|
2021
Q2 | $2.46M | Sell |
40,933
-12,749
| -24% | -$767K | ﹤0.01% | 1031 |
|
|
2021
Q1 | $3.68M | Buy |
53,682
+1,816
| +4% | +$124K | ﹤0.01% | 919 |
|
|
2020
Q4 | $2.46M | Buy |
51,866
+3,000
| +6% | +$142K | ﹤0.01% | 981 |
|
|
2020
Q3 | $1.24M | Hold |
48,866
| – | – | ﹤0.01% | 1041 |
|
|
2020
Q2 | $709K | Buy |
48,866
+5,832
| +14% | +$84.6K | ﹤0.01% | 1141 |
|
|
2020
Q1 | $537K | Buy |
43,034
+2,200
| +5% | +$27.5K | ﹤0.01% | 1163 |
|
|
2019
Q4 | $776K | Hold |
40,834
| – | – | ﹤0.01% | 1157 |
|
|
2019
Q3 | $739K | Buy |
40,834
+2,000
| +5% | +$36.2K | ﹤0.01% | 1111 |
|
|
2019
Q2 | $666K | Hold |
38,834
| – | – | ﹤0.01% | 1130 |
|
|
2019
Q1 | $567K | Sell |
38,834
-2,700
| -7% | -$39.4K | ﹤0.01% | 1160 |
|
|
2018
Q4 | $615K | Sell |
41,534
-5,900
| -12% | -$87.4K | ﹤0.01% | 1178 |
|
|
2018
Q3 | $1.27M | Buy |
47,434
+10,320
| +28% | +$277K | ﹤0.01% | 1103 |
|
|
2018
Q2 | $1.14M | Buy |
37,114
+1,400
| +4% | +$42.9K | ﹤0.01% | 1103 |
|
|
2018
Q1 | $993K | Buy |
35,714
+200
| +0.6% | +$5.56K | ﹤0.01% | 1057 |
|
|
2017
Q4 | $847K | Buy |
35,514
+2,500
| +8% | +$59.6K | ﹤0.01% | 1089 |
|
|
2017
Q3 | $774K | Buy |
33,014
+7,600
| +30% | +$178K | ﹤0.01% | 1090 |
|
|
2017
Q2 | $615K | Buy |
25,414
+8,556
| +51% | +$207K | ﹤0.01% | 1151 |
|
|
2017
Q1 | $365K | Buy |
+16,858
| New | +$365K | ﹤0.01% | 1284 |
|