Patriot Investment Management Group’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	$221K	Sell	6,689 -2,289	-25%	-$84.3K	0.01%	229
2025 Q4	$308K	Hold	8,978	–	–	0.02%	202
2025 Q3	$316K	Hold	8,978	–	–	0.02%	198
2025 Q2	$268K	Hold	8,978	–	–	0.02%	215
2025 Q1	$239K	Hold	8,978	–	–	0.02%	211
2024 Q4	$355K	Sell	8,978 -415	-4%	-$18.7K	0.03%	186
2024 Q3	$445K	Hold	9,393	–	–	0.03%	171
2024 Q2	$329K	Hold	9,393	–	–	0.03%	192
2024 Q1	$390K	Sell	9,393 -25	-0.3%	-$995	0.03%	184
2023 Q4	$429K	Sell	9,418 -8,165	-46%	-$274K	0.04%	172
2023 Q3	$509K	Hold	17,583	–	–	0.05%	153
2023 Q2	$463K	Hold	17,583	–	–	0.04%	169
2023 Q1	$428K	Sell	17,583 -1,485	-8%	-$46.6K	0.04%	178
2022 Q4	$631K	Hold	19,068	–	–	0.05%	148
2022 Q3	$583K	Buy	19,068 +2,289	+14%	+$82.1K	0.06%	145
2022 Q2	$568K	Buy	16,779 +1,392	+9%	+$57.5K	0.06%	151
2022 Q1	$783K	Sell	15,387 -432	-3%	-$27.6K	0.07%	133
2021 Q4	$1.38M	Sell	15,819 -21,200	-57%	-$1.77M	0.12%	96
2021 Q3	$2.35M	Buy	37,019 +2,325	+7%	+$138K	0.21%	57
2021 Q2	$2.05M	Buy	34,694 +25	+0.1%	+$1.57K	0.19%	67
2021 Q1	$2.37M	Sell	34,669 -4,317	-11%	-$226K	0.24%	57
2020 Q4	$1.85M	Buy	+38,986	New	+$1.56M	0.28%	46
2020 Q3	–	Sell	-3,091	Closed	-$44.9K	–	452
2020 Q2	$44.9K	Buy	+3,091	New	+$41.9K	0.01%	336