Valeo Financial Advisors’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,339
| Closed | -$291K | – | 605 |
|
|
2021
Q4 | $291K | Buy |
+3,339
| New | +$291K | 0.02% | 400 |
|
|
2021
Q2 | – | Sell |
-2,500
| Closed | -$171K | – | 1161 |
|
|
2021
Q1 | $171K | Sell |
2,500
-550
| -18% | -$37.6K | 0.01% | 468 |
|
|
2020
Q4 | $145K | Buy |
3,050
+1,320
| +76% | +$62.8K | 0.01% | 473 |
|
|
2020
Q3 | $44K | Buy |
1,730
+730
| +73% | +$18.6K | ﹤0.01% | 678 |
|
|
2020
Q2 | $15K | Buy |
1,000
+400
| +67% | +$6K | ﹤0.01% | 1090 |
|
|
2020
Q1 | $8K | Hold |
600
| – | – | ﹤0.01% | 1123 |
|
|
2019
Q4 | $11K | Buy |
+600
| New | +$11K | ﹤0.01% | 1072 |
|