O'Shaughnessy Asset Management’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 Q1	–	Sell	-8,353	Closed	-$330K	–	2355
2024 Q4	$330K	Sell	8,353 -1,467	-15%	-$58K	﹤0.01%	1474
2024 Q3	$475K	Buy	+9,820	New	+$475K	﹤0.01%	1252