Live Oak Investment Partners Purchases in Q3 2024

Live Oak Investment Partners

  • $123 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IYF
Ishares Tr

ETFs
110
+ 126.44%
$93.83 - $105.05 $10.3K - $11.6K
197 $20K
T
At&T Inc.

Communication Services
334
+ 36.34%
$18.21 - $22.28 $6.08K - $7.44K
1.25K $27K
CVS
Cvs Health Corp

Healthcare
143
+ 76.06%
$55.81 - $63.18 $7.98K - $9.03K
331 $20K
SU
Suncor Energy Inc

Energy
228
+ 121.93%
$36.06 - $41.7 $8.22K - $9.51K
415 $15K
IWR
Ishares Russell Mid Cap ETF

ETFs
77
+ 71.3%
$79.92 - $88.19 $6.15K - $6.79K
185 $16K
BX
Blackstone Inc.

Financial Services
47
+ 134.29%
$120.77 - $159.66 $5.68K - $7.5K
82 $12K
FSMD
Fidelity Covington Tr Small Mi

ETFs
159
+ 79.9%
$37.22 - $41.47 $5.92K - $6.59K
358 $14K
COP
Conocophillips

Energy
85
+ 39.17%
$102.3 - $116.61 $8.7K - $9.91K
302 $31K
IYE
Ishares Tr

ETFs
146
+ 180.25%
$44.44 - $49.18 $6.49K - $7.18K
227 $10K
IYK
Ishares U.S. Consumer Staples

ETFs
82
+ 141.38%
$65.27 - $72.12 $5.35K - $5.91K
140 $9K
BAC
Bank Of America Corp

Financial Services
8
+ 0.65%
$36.65 - $44.13 $293 - $353
1.25K $49K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
187
+ 1.0%
N/A
19K $0
XLE
Energy Sector Spdr

ETFs
230
+ 3.32%
$84.35 - $93.39 $19.4K - $21.5K
7.15K $628K
GOOGL
Alphabet Inc.

Communication Services
10
+ 3.09%
$148.65 - $191.18 $1.49K - $1.91K
334 $55K
MSFT
Microsoft Corp

Technology
39
+ 1.23%
$395.15 - $467.56 $15.4K - $18.2K
3.2K $1.38M
HAL
Halliburton CO

Energy
2.33K
+ 9.88%
$27.81 - $36.44 $64.9K - $85K
25.9K $752K
MRK
Merck & Co., Inc.

Healthcare
1.03K
+ 5.99%
$111.15 - $128.97 $114K - $132K
18.2K $2.06M
FDX
Fedex Corp

Industrials
142
+ 1.97%
$254.64 - $313.52 $36.2K - $44.5K
7.35K $2.01M
Activity Summary
Buys All Purchases 69 New Holdings 2 Increased Positions 67 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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