UBS Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.72M | Sell |
142,825
-17,885
| -11% | -$659K | ﹤0.01% | 4135 |
|
|
2025
Q4 | $5.52M | Buy |
160,710
+36,525
| +29% | +$1.22M | ﹤0.01% | 3921 |
|
|
2025
Q3 | $4.37M | Buy |
124,185
+11,416
| +10% | +$393K | ﹤0.01% | 4172 |
|
|
2025
Q2 | $3.36M | Sell |
112,769
-921
| -0.8% | -$24.8K | ﹤0.01% | 4285 |
|
|
2025
Q1 | $3.03M | Buy |
113,690
+8,060
| +8% | +$268K | ﹤0.01% | 4307 |
|
|
2024
Q4 | $4.18M | Buy |
105,630
+23,768
| +29% | +$1.07M | ﹤0.01% | 4019 |
|
|
2024
Q3 | $3.88M | Buy |
81,862
+56,093
| +218% | +$2.35M | ﹤0.01% | 3341 |
|
|
2024
Q2 | $903K | Sell |
25,769
-19,809
| -43% | -$701K | ﹤0.01% | 4505 |
|
|
2024
Q1 | $1.89M | Sell |
45,578
-5,280
| -10% | -$210K | ﹤0.01% | 4008 |
|
|
2023
Q4 | $2.31M | Buy |
50,858
+16,122
| +46% | +$541K | ﹤0.01% | 3646 |
|
|
2023
Q3 | $1.01M | Buy |
34,736
+8,954
| +35% | +$288K | ﹤0.01% | 4070 |
|
|
2023
Q2 | $678K | Sell |
25,782
-1,684
| -6% | -$39.6K | ﹤0.01% | 4561 |
|
|
2023
Q1 | $669K | Buy |
27,466
+15,448
| +129% | +$485K | ﹤0.01% | 4465 |
|
|
2022
Q4 | $363K | Sell |
12,018
-11,860
| -50% | -$379K | ﹤0.01% | 4965 |
|
|
2022
Q3 | $731K | Sell |
23,878
-7,859
| -25% | -$282K | ﹤0.01% | 4012 |
|
|
2022
Q2 | $1.07M | Sell |
31,737
-5,136
| -14% | -$212K | ﹤0.01% | 3679 |
|
|
2022
Q1 | $1.88M | Buy |
36,873
+25,073
| +212% | +$1.6M | ﹤0.01% | 3487 |
|
|
2021
Q4 | $1.03M | Sell |
11,800
-16,122
| -58% | -$1.34M | ﹤0.01% | 4370 |
|
|
2021
Q3 | $1.78M | Sell |
27,922
-18,719
| -40% | -$1.11M | ﹤0.01% | 3669 |
|
|
2021
Q2 | $2.75M | Buy |
46,641
+26,889
| +136% | +$1.69M | ﹤0.01% | 3262 |
|
|
2021
Q1 | $1.35M | Sell |
19,752
-2,721
| -12% | -$143K | ﹤0.01% | 3943 |
|
|
2020
Q4 | $1.07M | Buy |
22,473
+14,272
| +174% | +$572K | ﹤0.01% | 3963 |
|
|
2020
Q3 | $208K | Sell |
8,201
-17,896
| -69% | -$348K | ﹤0.01% | 4775 |
|
|
2020
Q2 | $379K | Buy |
26,097
+5,681
| +28% | +$77K | ﹤0.01% | 4351 |
|
|
2020
Q1 | $254K | Sell |
20,416
-12,228
| -37% | -$194K | ﹤0.01% | 4540 |
|
|
2019
Q4 | $621K | Buy |
32,644
+3,046
| +10% | +$56.3K | ﹤0.01% | 4641 |
|
|
2019
Q3 | $535K | Buy |
29,598
+12,999
| +78% | +$234K | ﹤0.01% | 4505 |
|
|
2019
Q2 | $285K | Buy |
16,599
+10,179
| +159% | +$167K | ﹤0.01% | 4684 |
|
|
2019
Q1 | $93K | Sell |
6,420
-3,996
| -38% | -$61.4K | ﹤0.01% | 5122 |
|
|
2018
Q4 | $154K | Sell |
10,416
-10,336
| -50% | -$199K | ﹤0.01% | 5161 |
|
|
2018
Q3 | $556K | Buy |
20,752
+12,347
| +147% | +$370K | ﹤0.01% | 4328 |
|
|
2018
Q2 | $258K | Buy |
8,405
+1,090
| +15% | +$32K | ﹤0.01% | 4773 |
|
|
2018
Q1 | $204K | Buy |
7,315
+5,961
| +440% | +$157K | ﹤0.01% | 4775 |
|
|
2017
Q4 | $33K | Sell |
1,354
-840
| -38% | -$20.3K | ﹤0.01% | 6162 |
|
|
2017
Q3 | $51K | Buy |
2,194
+912
| +71% | +$21.3K | ﹤0.01% | 5778 |
|
|
2017
Q2 | $31K | Buy |
1,282
+484
| +61% | +$11.6K | ﹤0.01% | 5994 |
|
|
2017
Q1 | $17K | Sell |
798
-2,959
| -79% | -$62.7K | ﹤0.01% | 6260 |
|
|
2016
Q4 | $70K | Buy |
3,757
+3,007
| +401% | +$49.9K | ﹤0.01% | 5563 |
|
|
2016
Q3 | $11K | Sell |
750
-1,213
| -62% | -$17K | ﹤0.01% | 6721 |
|
|
2016
Q2 | $28K | Sell |
1,963
-575
| -23% | -$8.77K | ﹤0.01% | 6001 |
|
|
2016
Q1 | $39K | Buy |
2,538
+2,441
| +2,516% | +$33K | ﹤0.01% | 5683 |
|
|
2015
Q4 | $1K | Buy |
+97
| New | +$1.5K | ﹤0.01% | 8154 |
|
Other funds holding LOB
VCM
GGHC
SAM
VPM
