Trillium Asset Management’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $5.31M | Sell |
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|
2024
Q3 | $6.67M | Buy |
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|
2024
Q2 | $4.32M | Buy |
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|
2024
Q1 | $4.77M | Buy |
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|
2023
Q4 | $5.01M | Buy |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.49M | Buy |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | $2.35M | Buy |
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