Wellington Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.9M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.45M | Sell |
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|
2020
Q1 | $2.41M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $4.05M | Sell |
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|
2019
Q1 | $11.2M | Buy |
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|
2018
Q4 | $2.92M | Sell |
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|
2018
Q3 | $6.6M | Sell |
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|
2018
Q2 | $10.5M | Buy |
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|
2018
Q1 | $9.08M | Sell |
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|
2017
Q4 | $14.7M | Sell |
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|
2017
Q3 | $27M | Buy |
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|
2017
Q2 | $27.2M | Sell |
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|
2017
Q1 | $27.6M | Buy |
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|
2016
Q4 | $22M | Sell |
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|
2016
Q3 | $21.1M | Sell |
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|
2016
Q2 | $23.6M | Sell |
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|
2016
Q1 | $34.9M | Hold |
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|
2015
Q4 | $33M | Hold |
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|
2015
Q3 | $45.7M | Buy |
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