MML Investors 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
$1.12M Buy
37,648
+3,923
+12% +$117K ﹤0.01% 1590
2025
Q1
$899K Buy
33,725
+6,503
+24% +$173K ﹤0.01% 1647
2024
Q4
$1.08M Buy
27,222
+11,256
+70% +$445K ﹤0.01% 1452
2024
Q3
$756K Buy
15,966
+1,293
+9% +$61.2K ﹤0.01% 1614
2024
Q2
$514K Buy
+14,673
New +$514K ﹤0.01% 1770