Live Oak Bancshares shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Live Oak Bancshares
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Quarterly reported holdings in Live Oak Bancshares by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $426k | 10k | 41.51 |
| 2023-12-31 | $482k | 11k | 45.50 |
| 2023-09-30 | $305k | 11k | 28.95 |
| 2023-06-30 | $278k | 11k | 26.31 |
| 2023-03-31 | $259k | 11k | 24.37 |
| 2022-12-31 | $319k | 11k | 30.20 |
| 2022-09-30 | $323k | 11k | 30.62 |
| 2022-06-30 | $358k | 11k | 33.93 |
| 2022-03-31 | $537k | 11k | 50.90 |
| 2021-12-31 | $947k | 11k | 87.28 |
| 2021-09-30 | $1.4M | 21k | 63.62 |
| 2021-06-30 | $1.3M | 21k | 59.01 |
| 2021-03-31 | $1.5M | 21k | 68.47 |