Live Oak Bancshares shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in Live Oak Bancshares
Tip: Access up to 7 years of quarterly data
All positions including Live Oak Bancshares held by Smith, Salley & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Live Oak Bancshares by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $315k | 9.0k | 35.22 |
| 2025-06-30 | $267k | 9.0k | 29.80 |
| 2025-03-31 | $239k | 9.0k | 26.66 |
| 2024-12-31 | $354k | 9.0k | 39.55 |
| 2024-09-30 | $424k | 9.0k | 47.37 |
| 2024-06-30 | $314k | 9.0k | 35.06 |
| 2024-03-31 | $372k | 9.0k | 41.51 |
| 2023-12-31 | $407k | 9.0k | 45.50 |
| 2023-09-30 | $259k | 9.0k | 28.95 |
| 2023-06-30 | $226k | 8.6k | 26.31 |
| 2023-03-31 | $210k | 8.6k | 24.37 |
| 2022-12-31 | $260k | 8.6k | 30.20 |
| 2022-09-30 | $236k | 7.7k | 30.63 |
| 2022-06-30 | $261k | 7.7k | 33.88 |
| 2022-03-31 | $392k | 7.7k | 50.88 |
| 2021-12-31 | $672k | 7.7k | 87.23 |
| 2021-09-30 | $490k | 7.7k | 63.60 |
| 2021-06-30 | $455k | 7.7k | 59.06 |
| 2021-03-31 | $528k | 7.7k | 68.54 |
| 2020-12-31 | $366k | 7.7k | 47.51 |
More positions owned by Smith, Salley & Associates
View all positions for Smith, Salley & Associates