Farther Finance Advisors’s Live Oak Bancshares LOB Stock Holding History

Farther Finance Advisors’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	$3.77K	Buy
2025 Q2	$2.77K	Sell
2025 Q1	$2.55K	Sell
2024 Q4	$5.02K	Sell
2024 Q3	$6.92K	Sell
2024 Q2	$5.13K	Buy
2024 Q1	$122	Hold
2023 Q4	$137	Buy
2023 Q1	–	Sell
2022 Q4	$3.59K	Buy