Wealth Enhancement Advisory Services’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 | $724K | Sell |
22,442
-16,360
| -42% | -$528K | ﹤0.01% | 1935 |
|
|
2025
Q1 | $1.03M | Buy |
38,802
+19,457
| +101% | +$519K | ﹤0.01% | 1580 |
|
|
2024
Q4 | $765K | Sell |
19,345
-466
| -2% | -$18.4K | ﹤0.01% | 1683 |
|
|
2024
Q3 | $938K | Sell |
19,811
-8,180
| -29% | -$387K | ﹤0.01% | 1432 |
|
|
2024
Q2 | $981K | Sell |
27,991
-7,319
| -21% | -$257K | ﹤0.01% | 1288 |
|
|
2024
Q1 | $1.47M | Sell |
35,310
-5,087
| -13% | -$211K | ﹤0.01% | 1084 |
|
|
2023
Q4 | $1.84M | Sell |
40,397
-72,414
| -64% | -$3.29M | 0.01% | 929 |
|
|
2023
Q3 | $3.27M | Buy |
+112,811
| New | +$3.27M | 0.01% | 685 |
|