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Live Oak Bancshares shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Live Oak Bancshares held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Live Oak Bancshares by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $21k 500 41.51
2023-12-31 $23k 500 45.50
2023-09-30 $15k 500 28.95
2023-06-30 $13k 500 26.31
2023-03-31 $12k 500 24.37
2022-12-31 $15k 500 30.20
2022-09-30 $15k 500 30.00
2022-06-30 $17k 500 34.00
2022-03-31 $25k 500 50.00
2021-12-31 $44k 500 88.00
2021-09-30 $32k 500 64.00
2021-06-30 $30k 500 60.00
2021-03-31 $34k 500 68.00
2020-12-31 $24k 500 48.00
2020-09-30 $13k 500 26.00
2020-06-30 $7.0k 500 14.00
2020-03-31 $6.0k 500 12.00
2019-12-31 $10k 500 20.00