Captrust Financial Advisors Live Oak Bancshares, Inc. Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

A detailed history of Captrust Financial Advisors transactions in Live Oak Bancshares, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 59,960 shares of LOB stock, worth $1.87 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
59,960
Previous 57,466 4.34%
Holding current value
$1.87 Million
Previous $1.53 Million 16.58%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$23.17 - $30.04 $57,785 - $74,919
2,494 Added 4.34%
59,960 $1.79 Million
Q1 2025

May 14, 2025
SELL
$26.57 - $41.33 $24,072 - $37,444
-906 Reduced 1.55%
57,466 $1.53 Million
Q4 2024

Feb 14, 2025
SELL
$38.65 - $50.22 $251,495 - $326,781
-6,507 Reduced 10.03%
58,372 $2.31 Million
Q3 2024

Nov 14, 2024
SELL
$33.45 - $49.72 $57,232 - $85,070
-1,711 Reduced 2.57%
64,879 $3.07 Million
Q2 2024

Aug 14, 2024
BUY
$31.66 - $41.58 $1,361 - $1,787
43 Added 0.06%
66,590 $2.33 Million
Q1 2024

May 15, 2024
SELL
$35.71 - $44.86 $2.21 Million - $2.77 Million
-61,776 Reduced 48.14%
66,547 $2.76 Million
Q4 2023

Feb 14, 2024
BUY
$26.99 - $46.51 $709,000 - $1.22 Million
26,269 Added 25.74%
128,323 $5.84 Million
Q3 2023

Nov 14, 2023
SELL
$25.99 - $38.13 $39,192 - $57,500
-1,508 Reduced 1.46%
102,054 $2.95 Million
Q2 2023

Aug 14, 2023
SELL
$20.05 - $26.49 $53,693 - $70,940
-2,678 Reduced 2.52%
103,562 $2.72 Million
Q1 2023

May 15, 2023
BUY
$23.9 - $37.05 $74,759 - $115,892
3,128 Added 3.03%
106,240 $2.59 Million
Q4 2022

Feb 15, 2023
BUY
$28.44 - $35.41 $2.93 Million - $3.65 Million
103,112 New
103,112 $3.11 Million
Q2 2022

Aug 23, 2022
SELL
$32.85 - $52.52 $77,197 - $123,422
-2,350 Reduced 39.11%
3,658 $124,000
Q2 2022

Aug 16, 2022
BUY
$32.85 - $52.52 $76,803 - $122,791
2,338 Added 63.71%
6,008 $204,000
Q1 2022

May 16, 2022
SELL
$50.89 - $91.03 $4,681 - $8,374
-92 Reduced 2.45%
3,670 $187,000
Q4 2021

Feb 14, 2022
SELL
$66.18 - $97.8 $22,037 - $32,567
-333 Reduced 8.13%
3,762 $328,000
Q3 2021

Nov 16, 2021
BUY
$55.07 - $63.63 $13,822 - $15,971
251 Added 6.53%
4,095 $261,000
Q1 2021

May 17, 2021
BUY
$39.64 - $68.58 $317 - $548
8 Added 0.21%
3,844 $263,000
Q4 2020

Feb 16, 2021
SELL
$26.01 - $50.16 $76,469 - $147,470
-2,940 Reduced 43.39%
3,836 $182,000
Q3 2020

Nov 17, 2020
BUY
$13.38 - $26.16 $38,721 - $75,707
2,894 Added 74.55%
6,776 $176,000
Q2 2020

Aug 14, 2020
BUY
$10.6 - $17.55 $41,149 - $68,129
3,882 New
3,882 $54,000

Others Institutions Holding LOB

# of Institutions
236
Shares Held
30.8M
Call Options Held
25.5K
Put Options Held
0
View Full List

About Live Oak Bancshares, Inc.

LOB Quotes by TradingView
  • Ticker LOB
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 43,981,400
  • Market Cap $1.37B
  • Description
  • Live Oak Bancshares, Inc. operates as the bank holding company for Live Oak Banking Company that provides various commercial banking products and services to individuals, small businesses, and professionals in North Carolina, the United States. The company accepts various deposit products, including noninterest-bearing demand, as well as interes...
More about LOB
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email