WhitTier Trust Company’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 | $39.1K | Buy |
1,311
+576
| +78% | +$17.2K | ﹤0.01% | 847 |
|
|
2025
Q1 | $19.6K | Sell |
735
-82
| -10% | -$2.19K | ﹤0.01% | 970 |
|
|
2024
Q4 | $32.3K | Hold |
817
| – | – | ﹤0.01% | 842 |
|
|
2024
Q3 | $38.7K | Buy |
817
+13
| +2% | +$616 | ﹤0.01% | 803 |
|
|
2024
Q2 | $28.2K | Sell |
804
-3
| -0.4% | -$105 | ﹤0.01% | 824 |
|
|
2024
Q1 | $33.5K | Buy |
807
+1
| +0.1% | +$41 | ﹤0.01% | 752 |
|
|
2023
Q4 | $36.7K | Buy |
806
+71
| +10% | +$3.23K | ﹤0.01% | 721 |
|
|
2023
Q3 | $21.3K | Hold |
735
| – | – | ﹤0.01% | 803 |
|
|
2023
Q2 | $19.3K | Hold |
735
| – | – | ﹤0.01% | 859 |
|
|
2023
Q1 | $17.9K | Hold |
735
| – | – | ﹤0.01% | 860 |
|
|
2022
Q4 | $22.2K | Buy |
735
+389
| +112% | +$11.7K | ﹤0.01% | 828 |
|
|
2022
Q3 | $11K | Buy |
+346
| New | +$11K | ﹤0.01% | 900 |
|