Live Oak Bancshares shares owned by CWM Advisors
Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by CWM Advisors
from 13F filings
Historical chart of CWM Advisors investment in Live Oak Bancshares
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Quarterly reported holdings in Live Oak Bancshares by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $466k | 14k | 34.35 |
| 2025-09-30 | $455k | 13k | 35.22 |
| 2025-06-30 | $388k | 13k | 29.80 |
| 2025-03-31 | $344k | 13k | 26.66 |
| 2024-12-31 | $400k | 10k | 39.55 |
| 2024-09-30 | $411k | 8.7k | 47.37 |
| 2024-06-30 | $354k | 10k | 35.06 |
| 2024-03-31 | $360k | 8.7k | 41.51 |
| 2023-12-31 | $382k | 8.4k | 45.50 |
| 2023-09-30 | $306k | 11k | 28.95 |