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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Sell |
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|
2025
Q1 | $316K | Buy |
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|
2024
Q4 | $400K | Buy |
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|
2024
Q3 | $436K | Hold |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $347K | Hold |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $177K | Buy |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $100K | Hold |
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|
2022
Q4 | $124K | Hold |
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|
2022
Q3 | $126K | Hold |
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|
2022
Q2 | $140K | Hold |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $459K | Buy |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $253K | Sell |
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|
2020
Q4 | $185K | Hold |
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|
2020
Q3 | $99K | Hold |
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|
2020
Q2 | $57K | Buy |
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|
2020
Q1 | $22K | Hold |
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|
2019
Q4 | $33K | Hold |
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|
2019
Q3 | $32K | Buy |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $13K | Hold |
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|
2018
Q3 | $23K | Buy |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $14K | Buy |
|