Principal Securities’s Live Oak Bancshares LOB Stock Holding History

Principal Securities’s Portfolio LOB Stock Details LOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$153K	Buy
2025 Q1	$119K	Hold
2024 Q4	$119K	Buy
2024 Q3	$71.2K	Buy
2024 Q2	$44.1K	Buy
2024 Q1	$374	Hold
2023 Q4	$410	Buy