49 Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,212	Closed	-$484K	–	179
2024 Q3	$484K	Buy	10,212 +212	+2%	+$10K	0.08%	85
2024 Q2	$342K	Hold	10,000	–	–	0.07%	107
2024 Q1	$406K	Hold	10,000	–	–	0.09%	71
2023 Q4	$455K	Buy	+10,000	New	+$455K	0.12%	55