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MAI Capital Management’s Live Oak Bancshares LOB Stock Holding History

MAI Capital Management’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.15K Buy
106
+21
+25% +$625 ﹤0.01% 3081
2025
Q1 		$2.26K Hold
85
– – ﹤0.01% 2780
2024
Q4 		$3.35K Buy
+85
New +$3.35K ﹤0.01% 2734