Hantz Financial Services’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
2026 Q1	–	Sell	-48	Closed	-$2K	–	2552
2025 Q4	$2K	Hold	48	–	–	﹤0.01%	2247
2025 Q3	$2K	Hold	48	–	–	﹤0.01%	2182
2025 Q2	$1K	Hold	48	–	–	﹤0.01%	2103
2025 Q1	$1K	Hold	48	–	–	﹤0.01%	1550
2024 Q4	$2K	Hold	48	–	–	﹤0.01%	989
2024 Q3	$2K	Sell	48 -7	-13%	-$293	﹤0.01%	967
2024 Q2	$2K	Hold	55	–	–	﹤0.01%	958
2024 Q1	$2K	Hold	55	–	–	﹤0.01%	1068
2023 Q4	$3K	Hold	55	–	–	﹤0.01%	986
2023 Q3	$2K	Sell	55 -30	-35%	-$965	﹤0.01%	1023
2023 Q2	$2K	Sell	85 -172	-67%	-$4.05K	﹤0.01%	992
2023 Q1	$6K	Sell	257 -94,150	-100%	-$2.95M	﹤0.01%	867
2022 Q4	$2.85M	Buy	94,407 +6,069	+7%	+$194K	0.09%	247
2022 Q3	$2.7M	Buy	88,338 +2,896	+3%	+$104K	0.09%	236
2022 Q2	$2.9M	Buy	+85,442	New	+$3.53M	0.1%	229