UCMOK
United Capital Management of KS’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-106,978
| Closed | -$2.03M | – | 99 |
|
|
2019
Q4 | $2.03M | Sell |
106,978
-6,018
| -5% | -$114K | 1.29% | 25 |
|
|
2019
Q3 | $1.99M | Sell |
112,996
-3,106
| -3% | -$54.7K | 1.45% | 20 |
|
|
2019
Q2 | $1.99M | Sell |
116,102
-1,613
| -1% | -$27.6K | 1.5% | 21 |
|
|
2019
Q1 | $1.91M | Buy |
117,715
+4,628
| +4% | +$75K | 1.49% | 22 |
|
|
2018
Q4 | $1.68M | Buy |
113,087
+84,467
| +295% | +$1.25M | 1.55% | 18 |
|
|
2018
Q3 | $830K | Buy |
+28,620
| New | +$830K | 0.67% | 49 |
|