Live Oak Bancshares shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Live Oak Bancshares
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All positions including Live Oak Bancshares held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Live Oak Bancshares by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.2M | 93k | 34.35 |
| 2025-09-30 | $2.3M | 65k | 35.22 |
| 2025-06-30 | $1.8M | 60k | 29.80 |
| 2025-03-31 | $1.5M | 58k | 26.66 |
| 2024-12-31 | $2.3M | 58k | 39.55 |
| 2024-09-30 | $3.1M | 65k | 47.37 |
| 2024-06-30 | $2.3M | 67k | 35.06 |
| 2024-03-31 | $2.8M | 67k | 41.51 |
| 2023-12-31 | $5.8M | 128k | 45.50 |
| 2023-09-30 | $3.0M | 102k | 28.95 |
| 2023-06-30 | $2.7M | 104k | 26.31 |
| 2023-03-31 | $2.6M | 106k | 24.37 |
| 2022-12-31 | $3.1M | 103k | 30.20 |
| 2022-06-30 | $204k | 6.0k | 33.95 |
| 2022-03-31 | $187k | 3.7k | 50.95 |
| 2021-12-31 | $328k | 3.8k | 87.19 |
| 2021-09-30 | $261k | 4.1k | 63.74 |
| 2021-06-30 | $227k | 3.8k | 59.05 |
| 2021-03-31 | $263k | 3.8k | 68.42 |
| 2020-12-31 | $182k | 3.8k | 47.45 |
| 2020-09-30 | $176k | 6.8k | 25.97 |
| 2020-06-30 | $54k | 3.9k | 13.91 |
More positions owned by Captrust Financial Advisors
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