Whittier Trust’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 | $566 | Sell |
19
-19
| -50% | -$566 | ﹤0.01% | 1470 |
|
|
2025
Q1 | $1.01K | Hold |
38
| – | – | ﹤0.01% | 1435 |
|
|
2024
Q4 | $1.5K | Hold |
38
| – | – | ﹤0.01% | 1469 |
|
|
2024
Q3 | $1.8K | Hold |
38
| – | – | ﹤0.01% | 1458 |
|
|
2024
Q2 | $1.33K | Hold |
38
| – | – | ﹤0.01% | 1456 |
|
|
2024
Q1 | $1.58K | Hold |
38
| – | – | ﹤0.01% | 1433 |
|
|
2023
Q4 | $1.73K | Sell |
38
-373
| -91% | -$17K | ﹤0.01% | 1412 |
|
|
2023
Q3 | $11.9K | Sell |
411
-1
| -0.2% | -$29 | ﹤0.01% | 1223 |
|
|
2023
Q2 | $10.8K | Sell |
412
-3,114
| -88% | -$81.9K | ﹤0.01% | 1255 |
|
|
2023
Q1 | $85.9K | Hold |
3,526
| – | – | ﹤0.01% | 850 |
|
|
2022
Q4 | $106K | Buy |
3,526
+1,883
| +115% | +$56.9K | ﹤0.01% | 797 |
|
|
2022
Q3 | $50K | Buy |
+1,643
| New | +$50K | ﹤0.01% | 966 |
|