Zurich Cantonal Bank’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $327K | Buy |
9,899
+1,986
| +25% | +$73.2K | ﹤0.01% | 2052 |
|
|
2025
Q4 | $272K | Hold |
7,913
| – | – | ﹤0.01% | 2106 |
|
|
2025
Q3 | $279K | Buy |
7,913
+1,859
| +31% | +$64K | ﹤0.01% | 2033 |
|
|
2025
Q2 | $180K | Sell |
6,054
-5,806
| -49% | -$157K | ﹤0.01% | 2181 |
|
|
2025
Q1 | $316K | Buy |
11,860
+1,740
| +17% | +$57.8K | ﹤0.01% | 1862 |
|
|
2024
Q4 | $400K | Buy |
10,120
+914
| +10% | +$41.1K | ﹤0.01% | 1767 |
|
|
2024
Q3 | $436K | Hold |
9,206
| – | – | ﹤0.01% | 1643 |
|
|
2024
Q2 | $323K | Buy |
9,206
+836
| +10% | +$29.6K | ﹤0.01% | 1782 |
|
|
2024
Q1 | $347K | Hold |
8,370
| – | – | ﹤0.01% | 1712 |
|
|
2023
Q4 | $381K | Buy |
8,370
+2,248
| +37% | +$75.5K | ﹤0.01% | 1687 |
|
|
2023
Q3 | $177K | Buy |
6,122
+2,002
| +49% | +$64.4K | ﹤0.01% | 2044 |
|
|
2023
Q2 | $108K | Hold |
4,120
| – | – | ﹤0.01% | 2316 |
|
|
2023
Q1 | $100K | Hold |
4,120
| – | – | ﹤0.01% | 2277 |
|
|
2022
Q4 | $124K | Hold |
4,120
| – | – | ﹤0.01% | 2139 |
|
|
2022
Q3 | $126K | Hold |
4,120
| – | – | ﹤0.01% | 2045 |
|
|
2022
Q2 | $140K | Hold |
4,120
| – | – | ﹤0.01% | 2008 |
|
|
2022
Q1 | $210K | Sell |
4,120
-1,142
| -22% | -$73.1K | ﹤0.01% | 1855 |
|
|
2021
Q4 | $459K | Buy |
5,262
+1,563
| +42% | +$130K | ﹤0.01% | 1499 |
|
|
2021
Q3 | $235K | Hold |
3,699
| – | – | ﹤0.01% | 1809 |
|
|
2021
Q2 | $218K | Hold |
3,699
| – | – | ﹤0.01% | 1745 |
|
|
2021
Q1 | $253K | Sell |
3,699
-209
| -5% | -$11K | ﹤0.01% | 1653 |
|
|
2020
Q4 | $185K | Hold |
3,908
| – | – | ﹤0.01% | 1899 |
|
|
2020
Q3 | $99K | Hold |
3,908
| – | – | ﹤0.01% | 1998 |
|
|
2020
Q2 | $57K | Buy |
3,908
+2,167
| +124% | +$29.4K | ﹤0.01% | 2171 |
|
|
2020
Q1 | $22K | Hold |
1,741
| – | – | ﹤0.01% | 2325 |
|
|
2019
Q4 | $33K | Hold |
1,741
| – | – | ﹤0.01% | 2339 |
|
|
2019
Q3 | $32K | Buy |
1,741
+873
| +101% | +$15.7K | ﹤0.01% | 2283 |
|
|
2019
Q2 | $15K | Hold |
868
| – | – | ﹤0.01% | 2529 |
|
|
2019
Q1 | $13K | Hold |
868
| – | – | ﹤0.01% | 2491 |
|
|
2018
Q4 | $13K | Hold |
868
| – | – | ﹤0.01% | 2524 |
|
|
2018
Q3 | $23K | Buy |
868
+283
| +48% | +$8.47K | ﹤0.01% | 2455 |
|
|
2018
Q2 | $18K | Hold |
585
| – | – | ﹤0.01% | 2440 |
|
|
2018
Q1 | $16K | Hold |
585
| – | – | ﹤0.01% | 2449 |
|
|
2017
Q4 | $14K | Buy |
+585
| New | +$14.1K | ﹤0.01% | 2462 |
|
Other funds holding LOB
VCM
GGHC
SAM
VPM
