Truist Financial’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Sell |
20,486
-447
| -2% | -$13.3K | ﹤0.01% | 1842 |
|
|
2025
Q1 | $558K | Buy |
20,933
+4,623
| +28% | +$123K | ﹤0.01% | 1793 |
|
|
2024
Q4 | $645K | Buy |
16,310
+6,457
| +66% | +$255K | ﹤0.01% | 1735 |
|
|
2024
Q3 | $467K | Buy |
9,853
+962
| +11% | +$45.6K | ﹤0.01% | 1901 |
|
|
2024
Q2 | $312K | Buy |
+8,891
| New | +$312K | ﹤0.01% | 2266 |
|
|
2021
Q2 | – | Sell |
-8,641
| Closed | -$591K | – | 2724 |
|
|
2021
Q1 | $591K | Buy |
8,641
+225
| +3% | +$15.4K | ﹤0.01% | 1866 |
|
|
2020
Q4 | $399K | Sell |
8,416
-1,066
| -11% | -$50.5K | ﹤0.01% | 1960 |
|
|
2020
Q3 | $240K | Buy |
+9,482
| New | +$240K | ﹤0.01% | 2139 |
|