TFC Financial 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	-1	Closed	-$40	–	1007
2024 Q4	$40	Hold	1	–	–	﹤0.01%	920
2024 Q3	$48	Hold	1	–	–	﹤0.01%	929
2024 Q2	$36	Buy	+1	New	+$36	﹤0.01%	931