Vident Advisory’s Live Oak Bancshares LOB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-69,228
Closed -$2.43M 1484
2024
Q2
$2.43M Sell
69,228
-182,634
-73% -$6.4M 0.07% 307
2024
Q1
$10.5M Buy
251,862
+853
+0.3% +$35.4K 0.22% 154
2023
Q4
$11.4M Sell
251,009
-41
-0% -$1.87K 0.29% 110
2023
Q3
$7.27M Buy
+251,050
New +$7.27M 0.23% 141