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Live Oak Bancshares shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Live Oak Bancshares held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Live Oak Bancshares by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $997 24 41.54
2023-12-31 $1.1k 24 45.50
2023-09-30 $724 25 28.96
2023-06-30 $447 17 26.35
2022-12-31 $453 15 30.20
2022-09-30 $6.0k 206 29.13
2022-06-30 $8.0k 228 35.09
2022-03-31 $10k 202 49.51
2021-12-31 $18k 209 86.12
2021-09-30 $13k 200 65.00