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WhitTier Trust Company’s Live Oak Bancshares LOB Stock Holding History

WhitTier Trust Company’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.96M Buy
117,136
+10,801
+10% +$398K 0.08% 174
2025
Q4 		$3.87M Buy
106,335
+3,272
+3% +$110K 0.08% 177
2025
Q3 		$3.58M Buy
103,063
+101,752
+7,761% +$3.51M 0.08% 182
2025
Q2 		$39.1K Buy
1,311
+576
+78% +$15.5K ﹤0.01% 847
2025
Q1 		$19.6K Sell
735
-82
-10% -$2.73K ﹤0.01% 970
2024
Q4 		$32.3K Hold
817
– – ﹤0.01% 842
2024
Q3 		$38.7K Buy
817
+13
+2% +$544 ﹤0.01% 803
2024
Q2 		$28.2K Sell
804
-3
-0.4% -$106 ﹤0.01% 824
2024
Q1 		$33.5K Buy
807
+1
+0.1% +$40 ﹤0.01% 752
2023
Q4 		$36.7K Buy
806
+71
+10% +$2.38K ﹤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% +$12.4K ﹤0.01% 828
2022
Q3 		$11K Buy
+346
New +$12.4K ﹤0.01% 900

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