Center for Financial Planning’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
2026 Q1	$16.5K	Hold	500	–	–	﹤0.01%	434
2025 Q4	$17.2K	Hold	500	–	–	﹤0.01%	435
2025 Q3	$17.6K	Hold	500	–	–	﹤0.01%	436
2025 Q2	$14.9K	Hold	500	–	–	﹤0.01%	426
2025 Q1	$13.3K	Hold	500	–	–	﹤0.01%	438
2024 Q4	$19.8K	Hold	500	–	–	﹤0.01%	350
2024 Q3	$23.7K	Hold	500	–	–	﹤0.01%	320
2024 Q2	$17.5K	Hold	500	–	–	﹤0.01%	333
2024 Q1	$20.8K	Hold	500	–	–	﹤0.01%	326
2023 Q4	$22.8K	Hold	500	–	–	﹤0.01%	299
2023 Q3	$14.5K	Hold	500	–	–	﹤0.01%	320
2023 Q2	$13.2K	Hold	500	–	–	﹤0.01%	356
2023 Q1	$12.2K	Hold	500	–	–	﹤0.01%	339
2022 Q4	$15.1K	Hold	500	–	–	﹤0.01%	311
2022 Q3	$15K	Hold	500	–	–	﹤0.01%	312
2022 Q2	$17K	Hold	500	–	–	﹤0.01%	307
2022 Q1	$25K	Hold	500	–	–	0.01%	293
2021 Q4	$44K	Hold	500	–	–	0.01%	244
2021 Q3	$32K	Hold	500	–	–	0.01%	262
2021 Q2	$30K	Hold	500	–	–	0.01%	267
2021 Q1	$34K	Hold	500	–	–	0.01%	250
2020 Q4	$24K	Hold	500	–	–	0.01%	267
2020 Q3	$13K	Hold	500	–	–	﹤0.01%	292
2020 Q2	$7K	Hold	500	–	–	﹤0.01%	337
2020 Q1	$6K	Hold	500	–	–	﹤0.01%	389
2019 Q4	$10K	Buy	+500	New	+$9.25K	﹤0.01%	309