GeoWealth Management’s Live Oak Bancshares LOB Stock Holding History

GeoWealth 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 Q1	–	Sell
2024 Q4	$316	Hold
2024 Q3	$379	Buy