Ownership history in COMMONWEALTH EQUITY SERVICES, LLC · 32 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in LIVE OAK BANCSHARES INC (LOB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 90,602 | +1,398 | +1.6% | 0.00% | $3.2M | $35.16 |
| 2025 Q2 | ADDED | 89,204 | +3,059 | +3.6% | 0.00% | $2.7M | $29.72 |
| 2025 Q1 | ADDED | 86,145 | +6,732 | +8.5% | 0.00% | $2.3M | $26.56 |
| 2024 Q4 | ADDED | 79,413 | +2,301 | +3.0% | 0.00% | $3.1M | $39.37 |
| 2024 Q3 | REDUCED | 77,112 | -9,237 | -10.7% | 0.01% | $3.7M | $47.12 |
| 2024 Q2 | ADDED | 86,349 | +81 | +0.1% | 0.00% | $3.0M | $34.85 |
| 2024 Q1 | REDUCED | 86,268 | -4,854 | -5.3% | 0.01% | $3.6M | $41.23 |
| 2023 Q4 | REDUCED | 91,122 | -8,407 | -8.4% | 0.01% | $4.1M | $45.16 |
| 2023 Q3 | REDUCED | 99,529 | -3,163 | -3.1% | 0.01% | $2.9M | $28.71 |
| 2023 Q2 | ADDED | 102,692 | +4,212 | +4.3% | 0.01% | $2.7M | $26.06 |
As of 2025 Q4 — sorted by position size