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Live Oak Bancshares shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Live Oak Bancshares by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $135k 2.9k 47.37
2024-06-30 $100k 2.9k 35.06
2024-03-31 $118k 2.9k 41.51
2023-12-31 $147k 3.2k 45.50
2023-09-30 $94k 3.3k 28.95
2023-06-30 $86k 3.3k 26.31
2023-03-31 $681 28 24.36
2022-12-31 $93k 3.1k 30.20