Raymond James Financial
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Raymond James Financial’s Live Oak Bancshares LOB Stock Holding History

Raymond James Financial’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.35M Buy
179,683
+10,033
+6% +$299K ﹤0.01% 2337
2025
Q1 		$4.52M Buy
169,650
+36,235
+27% +$966K ﹤0.01% 2399
2024
Q4 		$5.28M Buy
+133,415
New +$5.28M ﹤0.01% 2294