DiNuzzo Private Wealth’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
$78 Hold
2025
Q2
$60 Sell
2025
Q1
$160 Hold
2024
Q4
$238 Hold
2024
Q3
$285 Hold
2024
Q2
$211 Buy
2024
Q1
$208 Sell
2023
Q4
$273 Buy