Motley Fool Wealth Management’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	$6.93M	Sell	209,559 -73,142	-26%	-$2.69M	0.78%	41
2025 Q4	$9.71M	Sell	282,701 -44,788	-14%	-$1.5M	0.75%	50
2025 Q3	$11.5M	Sell	327,489 -39,119	-11%	-$1.35M	0.78%	46
2025 Q2	$10.9M	Buy	366,608 +102,749	+39%	+$2.77M	0.66%	50
2025 Q1	$7.03M	Buy	263,859 +117,674	+80%	+$3.91M	0.42%	79
2024 Q4	$5.77M	Sell	146,185 -4,728	-3%	-$213K	0.3%	98
2024 Q3	$7.15M	Sell	150,913 -2,454	-2%	-$103K	0.36%	93
2024 Q2	$5.33M	Buy	153,367 +6,146	+4%	+$218K	0.27%	93
2024 Q1	$6.11M	Sell	147,221 -5,208	-3%	-$207K	0.32%	90
2023 Q4	$6.94M	Sell	152,429 -90,190	-37%	-$3.03M	0.36%	84
2023 Q3	$7.03M	Sell	242,619 -358	-0.1%	-$11.5K	0.41%	77
2023 Q2	$6.4M	Buy	242,977 +154,528	+175%	+$3.64M	0.38%	82
2023 Q1	$2.16M	Buy	88,449 +1,638	+2%	+$51.4K	0.13%	101
2022 Q4	$2.62M	Sell	86,811 -1,252	-1%	-$40K	0.18%	95
2022 Q3	$2.69M	Sell	88,063 -103	-0.1%	-$3.69K	0.18%	100
2022 Q2	$2.99M	Sell	88,166 -326	-0.4%	-$13.5K	0.19%	100
2022 Q1	$4.5M	Buy	+88,492	New	+$5.66M	0.22%	96