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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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