Laurel Wealth Advisors (North Carolina)’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	-1,600	Closed	-$55K	–	450
2025 Q4	$55K	Buy	+1,600	New	+$53.6K	0.01%	314
2025 Q2	–	Sell	-1,600	Closed	-$42.7K	–	469
2025 Q1	$42.7K	Hold	1,600	–	–	0.01%	327
2024 Q4	$63.3K	Hold	1,600	–	–	0.01%	285
2024 Q3	$75.8K	Hold	1,600	–	–	0.01%	266
2024 Q2	$56.1K	Hold	1,600	–	–	0.01%	279
2024 Q1	$66.4K	Hold	1,600	–	–	0.01%	273
2023 Q4	$72.8K	Hold	1,600	–	–	0.01%	251
2023 Q3	$46.3K	Hold	1,600	–	–	0.01%	281
2023 Q2	$42.1K	Hold	1,600	–	–	0.01%	301
2023 Q1	$39K	Hold	1,600	–	–	0.01%	307
2022 Q4	$48.3K	Hold	1,600	–	–	0.01%	258
2022 Q3	$49K	Hold	1,600	–	–	0.01%	257
2022 Q2	$54K	Hold	1,600	–	–	0.01%	249
2022 Q1	$81K	Hold	1,600	–	–	0.02%	237
2021 Q4	$140K	Hold	1,600	–	–	0.03%	191
2021 Q3	$102K	Hold	1,600	–	–	0.02%	211
2021 Q2	$94K	Hold	1,600	–	–	0.02%	223
2021 Q1	$110K	Hold	1,600	–	–	0.03%	199
2020 Q4	$76K	Hold	1,600	–	–	0.02%	221
2020 Q3	$41K	Hold	1,600	–	–	0.01%	254
2020 Q2	$23K	Sell	1,600 -1,600	-50%	-$21.7K	0.01%	303
2020 Q1	$40K	Buy	3,200 +1,600	+100%	+$25.3K	0.02%	236
2019 Q4	$30K	Hold	1,600	–	–	0.01%	290
2019 Q3	$29K	Buy	1,600 +1,599	+159,900%	+$28.8K	0.01%	287
2019 Q2	$2K	Sell	1 -1,599	-100%	-$26.3K	﹤0.01%	484
2019 Q1	$23K	Hold	1,600	–	–	0.01%	294
2018 Q4	$24K	Buy	+1,600	New	+$30.8K	0.01%	283