Nisa Investment Advisors’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	$426K	Hold	12,876	–	–	﹤0.01%	1007
2025 Q4	$442K	Hold	12,876	–	–	﹤0.01%	1042
2025 Q3	$453K	Hold	12,876	–	–	﹤0.01%	1045
2025 Q2	$384K	Buy	12,876 +345	+3%	+$9.31K	﹤0.01%	1056
2025 Q1	$334K	Hold	12,531	–	–	﹤0.01%	1101
2024 Q4	$496K	Hold	12,531	–	–	﹤0.01%	1065
2024 Q3	$594K	Sell	12,531 -1,600	-11%	-$66.9K	﹤0.01%	994
2024 Q2	$495K	Hold	14,131	–	–	﹤0.01%	1084
2024 Q1	$587K	Hold	14,131	–	–	﹤0.01%	1026
2023 Q4	$643K	Hold	14,131	–	–	﹤0.01%	979
2023 Q3	$409K	Hold	14,131	–	–	﹤0.01%	1121
2023 Q2	$372K	Buy	14,131 +13,549	+2,328%	+$319K	﹤0.01%	1160
2023 Q1	$14K	Sell	582 -6,250	-91%	-$196K	﹤0.01%	2097
2022 Q4	$206K	Buy	6,832 +6,800	+21,250%	+$217K	﹤0.01%	1365
2022 Q3	$1K	Buy	+32	New	+$1.15K	﹤0.01%	2458
2021 Q4	–	Sell	-225	Closed	-$14	–	2286
2021 Q3	$14	Hold	225	–	–	﹤0.01%	2159
2021 Q2	$13	Hold	225	–	–	﹤0.01%	2193
2021 Q1	$15	Hold	225	–	–	﹤0.01%	2165
2020 Q4	$11K	Sell	225 -1,775	-89%	-$71.1K	﹤0.01%	2201
2020 Q3	$51K	Buy	+2,000	New	+$38.9K	﹤0.01%	1799