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Widmann Financial Services’s Live Oak Bancshares LOB Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-100
Closed -$8K – 282
2021
Q4 		$8K Buy
+100
New +$8.33K 0.01% 318

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AllianceBernstein
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Artisan Partners
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Aberdeen Group
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Ameriprise
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Widmann Financial Services's LOB Position: Q1 2022 in Review

Widmann Financial Services sold out of Live Oak Bancshares (LOB) in Q1 2022, closing a stake of 100 shares — an estimated $8K sold.

Widmann Financial Services first reported a position in LOB in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 207 funds tracked by Wall St. Rank hold LOB as of Q1 2022.

  • Widmann Financial Services reported no remaining Live Oak Bancshares position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 100 Live Oak Bancshares shares in Q1 2022, an estimated $8K.
  • Widmann Financial Services first reported a position in Live Oak Bancshares in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Live Oak Bancshares position peaked at $8K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.