GeoWealth 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
2025 Q1	–	Sell	-8	Closed	-$316	–	1500
2024 Q4	$316	Hold	8	–	–	﹤0.01%	1743
2024 Q3	$379	Buy	+8	New	+$379	﹤0.01%	1643