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Toth Financial Advisory’s Live Oak Bancshares LOB Stock Holding History

Toth Financial Advisory’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$4.74K – 734
2024
Q3 		$4.74K Hold
100
– – ﹤0.01% 526
2024
Q2 		$3.51K Sell
100
-3,220
-97% -$114K ﹤0.01% 552
2024
Q1 		$138K Buy
3,320
+320
+11% +$12.7K 0.02% 216
2023
Q4 		$137K Buy
3,000
+775
+35% +$26K 0.02% 222
2023
Q3 		$64.4K Buy
2,225
+2,125
+2,125% +$68.3K 0.01% 250
2023
Q2 		$2.63K Hold
100
– – ﹤0.01% 613
2023
Q1 		$2.44K Hold
100
– – ﹤0.01% 628
2022
Q4 		$3.02K Hold
100
– – ﹤0.01% 549
2022
Q3 		$3K Hold
100
– – ﹤0.01% 604
2022
Q2 		$3K Hold
100
– – ﹤0.01% 564
2022
Q1 		$5K Hold
100
– – ﹤0.01% 542
2021
Q4 		$9K Hold
100
– – ﹤0.01% 508
2021
Q3 		$6K Hold
100
– – ﹤0.01% 540
2021
Q2 		$6K Hold
100
– – ﹤0.01% 495
2021
Q1 		$7K Buy
+100
New +$5.25K ﹤0.01% 496

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Toth Financial Advisory's LOB Position: Q4 2024 in Review

Toth Financial Advisory sold out of Live Oak Bancshares (LOB) in Q4 2024, closing a stake of 100 shares — an estimated $4.74K sold.

Toth Financial Advisory first reported a position in LOB in Q1 2021 and held it in 15 quarters. The position peaked at $138K in Q1 2024. 215 funds tracked by Wall St. Rank hold LOB as of Q4 2024.

  • Toth Financial Advisory reported no remaining Live Oak Bancshares position as of Q4 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Live Oak Bancshares shares in Q4 2024, an estimated $4.74K.
  • Toth Financial Advisory first reported a position in Live Oak Bancshares in Q1 2021 and held it in 15 quarters.
  • Toth Financial Advisory's Live Oak Bancshares position peaked at $138K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.