Toth Financial Advisory’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-100
| Closed | -$4.74K | – | 728 |
|
|
2024
Q3 | $4.74K | Hold |
100
| – | – | ﹤0.01% | 522 |
|
|
2024
Q2 | $3.51K | Sell |
100
-3,220
| -97% | -$113K | ﹤0.01% | 551 |
|
|
2024
Q1 | $138K | Buy |
3,320
+320
| +11% | +$13.3K | 0.02% | 216 |
|
|
2023
Q4 | $137K | Buy |
3,000
+775
| +35% | +$35.3K | 0.02% | 221 |
|
|
2023
Q3 | $64.4K | Buy |
2,225
+2,125
| +2,125% | +$61.5K | 0.01% | 250 |
|
|
2023
Q2 | $2.63K | Hold |
100
| – | – | ﹤0.01% | 610 |
|
|
2023
Q1 | $2.44K | Hold |
100
| – | – | ﹤0.01% | 622 |
|
|
2022
Q4 | $3.02K | Hold |
100
| – | – | ﹤0.01% | 545 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 597 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 559 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 537 |
|
|
2021
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 505 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 540 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 490 |
|
|
2021
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 487 |
|