Wells Fargo’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 | $3.43M | Buy |
115,141
+46,204
| +67% | +$1.38M | ﹤0.01% | 2490 |
|
|
2025
Q1 | $1.84M | Sell |
68,937
-1,002
| -1% | -$26.7K | ﹤0.01% | 2871 |
|
|
2024
Q4 | $2.77M | Buy |
69,939
+8,649
| +14% | +$342K | ﹤0.01% | 2580 |
|
|
2024
Q3 | $2.9M | Buy |
61,290
+7,431
| +14% | +$352K | ﹤0.01% | 2502 |
|
|
2024
Q2 | $1.89M | Sell |
53,859
-595
| -1% | -$20.9K | ﹤0.01% | 2740 |
|
|
2024
Q1 | $2.26M | Sell |
54,454
-506
| -0.9% | -$21K | ﹤0.01% | 2595 |
|
|
2023
Q4 | $2.5M | Buy |
54,960
+12,141
| +28% | +$552K | ﹤0.01% | 2468 |
|
|
2023
Q3 | $1.24M | Sell |
42,819
-6,756
| -14% | -$196K | ﹤0.01% | 2939 |
|
|
2023
Q2 | $1.3M | Buy |
49,575
+5,224
| +12% | +$137K | ﹤0.01% | 3083 |
|
|
2023
Q1 | $1.08M | Buy |
44,351
+5,466
| +14% | +$133K | ﹤0.01% | 3107 |
|
|
2022
Q4 | $1.17M | Buy |
38,885
+9,139
| +31% | +$276K | ﹤0.01% | 2962 |
|
|
2022
Q3 | $911K | Sell |
29,746
-2,840
| -9% | -$87K | ﹤0.01% | 3092 |
|
|
2022
Q2 | $1.11M | Sell |
32,586
-12,621
| -28% | -$428K | ﹤0.01% | 3051 |
|
|
2022
Q1 | $2.3M | Sell |
45,207
-24,538
| -35% | -$1.25M | ﹤0.01% | 2994 |
|
|
2021
Q4 | $6.09M | Buy |
69,745
+15,627
| +29% | +$1.36M | ﹤0.01% | 2248 |
|
|
2021
Q3 | $3.44M | Sell |
54,118
-5,156
| -9% | -$328K | ﹤0.01% | 3040 |
|
|
2021
Q2 | $3.5M | Sell |
59,274
-124,286
| -68% | -$7.33M | ﹤0.01% | 3055 |
|
|
2021
Q1 | $12.6M | Buy |
183,560
+4,172
| +2% | +$286K | ﹤0.01% | 1945 |
|
|
2020
Q4 | $8.51M | Buy |
179,388
+92,464
| +106% | +$4.39M | ﹤0.01% | 2213 |
|
|
2020
Q3 | $2.2M | Buy |
86,924
+5,887
| +7% | +$149K | ﹤0.01% | 3182 |
|
|
2020
Q2 | $1.18M | Buy |
81,037
+20,121
| +33% | +$292K | ﹤0.01% | 3610 |
|
|
2020
Q1 | $759K | Buy |
60,916
+4,961
| +9% | +$61.8K | ﹤0.01% | 3625 |
|
|
2019
Q4 | $1.06M | Buy |
55,955
+7,145
| +15% | +$136K | ﹤0.01% | 3762 |
|
|
2019
Q3 | $884K | Buy |
48,810
+1,085
| +2% | +$19.7K | ﹤0.01% | 3870 |
|
|
2019
Q2 | $818K | Sell |
47,725
-2,543
| -5% | -$43.6K | ﹤0.01% | 3947 |
|
|
2019
Q1 | $734K | Sell |
50,268
-159,950
| -76% | -$2.34M | ﹤0.01% | 4052 |
|
|
2018
Q4 | $3.11M | Buy |
210,218
+56,806
| +37% | +$841K | ﹤0.01% | 2863 |
|
|
2018
Q3 | $4.11M | Buy |
153,412
+109,071
| +246% | +$2.92M | ﹤0.01% | 2780 |
|
|
2018
Q2 | $1.36M | Sell |
44,341
-6,269
| -12% | -$192K | ﹤0.01% | 3716 |
|
|
2018
Q1 | $1.41M | Buy |
50,610
+6,313
| +14% | +$176K | ﹤0.01% | 3608 |
|
|
2017
Q4 | $1.06M | Buy |
44,297
+14,326
| +48% | +$342K | ﹤0.01% | 3832 |
|
|
2017
Q3 | $703K | Buy |
29,971
+7,136
| +31% | +$167K | ﹤0.01% | 4018 |
|
|
2017
Q2 | $552K | Buy |
22,835
+1,162
| +5% | +$28.1K | ﹤0.01% | 4063 |
|
|
2017
Q1 | $470K | Sell |
21,673
-9,510
| -30% | -$206K | ﹤0.01% | 4188 |
|
|
2016
Q4 | $577K | Buy |
31,183
+19,122
| +159% | +$354K | ﹤0.01% | 3996 |
|
|
2016
Q3 | $174K | Buy |
12,061
+400
| +3% | +$5.77K | ﹤0.01% | 4385 |
|
|
2016
Q2 | $165K | Buy |
11,661
+6,739
| +137% | +$95.4K | ﹤0.01% | 4363 |
|
|
2016
Q1 | $74K | Hold |
4,922
| – | – | ﹤0.01% | 4862 |
|
|
2015
Q4 | $70K | Buy |
4,922
+1,423
| +41% | +$20.2K | ﹤0.01% | 4945 |
|
|
2015
Q3 | $68K | Buy |
+3,499
| New | +$68K | ﹤0.01% | 4939 |
|