Bartlett & Co Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Bartlett & Co Wealth Management’s Portfolio LOB Stock Details LOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$17.6K	Hold
2025 Q2	$14.9K	Hold
2025 Q1	$13.3K	Hold
2024 Q4	$19.8K	Hold
2024 Q3	$23.7K	Hold
2024 Q2	$17.5K	Hold
2024 Q1	$20.8K	Hold
2023 Q4	$23.3K	Hold
2023 Q3	$14.5K	Hold
2023 Q2	$13.2K	Buy