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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.41K Hold
2025
Q2
$1.19K Hold
2025
Q1
$1.07K Hold
2024
Q4
$1.58K Hold
2024
Q3
$1.9K Hold
2024
Q2
$1.4K Hold
2024
Q1
$1.66K Hold
2023
Q4
$1.82K Hold
2023
Q3
$1.16K Hold
2023
Q2
$1.05K Hold
2023
Q1
$976 Hold
2022
Q4
$1.21K Hold
2022
Q3
$1.23K Buy