Truist Financial
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Truist Financial’s Live Oak Bancshares LOB Stock Holding History

Truist Financial’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 		$610K Sell
2025
Q1 		$558K Buy
2024
Q4 		$645K Buy
2024
Q3 		$467K Buy
2024
Q2 		$312K Buy
2021
Q2 		– Sell
2021
Q1 		$591K Buy
2020
Q4 		$399K Sell
2020
Q3 		$240K Buy