Global Financial Private Client’s Live Oak Bancshares LOB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6
Closed -$160 997
2025
Q1
$160 Buy
6
+4
+200% +$107 ﹤0.01% 1560
2024
Q4
$79 Buy
+2
New +$79 ﹤0.01% 1528