Small Company Value Portfolio LOB Holdings History
Small Company Value Portfolio's Live Oak Bancshares Inc Holding Summary
As of 2025-03-31, Small Company Value Portfolio held 6,675.00 shares of Live Oak Bancshares Inc(LOB), totaling $177,960.00. This investment constitutes 0.81% of their stock portfolio, and Small Company Value Portfolio now holds 0.01% of the outstanding Live Oak Bancshares Inc(LOB) stock.
The initial trade took place in 2019Q4. And since then Small Company Value Portfolio has made 7 purchases of LOB, at an average price of $26.50, for a total of 16,768.00 shares. In addition, there have been 13 sales at an average price of $32.92 for 10,093.00 shares. Based on historical transaction data and LOB's current price of $30.04, Small Company Value Portfolio's estimated gain on his LOB holdings is $88,476.75, reflecting a 19.91% gain to date.
Small Company Value Portfolio LOB ($30.04) Holding Chart
Small Company Value Portfolio LOB ($30.04) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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