Level Four Advisory Services’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 Q2	$917K	Buy	30,765 +3,353	+12%	+$99.9K	0.03%	402
2025 Q1	$731K	Buy	27,412 +7,968	+41%	+$212K	0.03%	419
2024 Q4	$769K	Buy	19,444 +870	+5%	+$34.4K	0.03%	404
2024 Q3	$738K	Buy	18,574 +7,004	+61%	+$278K	0.03%	425
2024 Q2	$406K	Buy	+11,570	New	+$406K	0.02%	533