AE 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
2022 Q2	–	Sell	-19,823	Closed	-$1.01M	–	1781
2022 Q1	$1.01M	Buy	19,823 +14,152	+250%	+$720K	0.01%	912
2021 Q4	$495K	Buy	5,671 +455	+9%	+$39.7K	﹤0.01%	1252
2021 Q3	$332K	Buy	+5,216	New	+$332K	﹤0.01%	1323