Venturi Wealth 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	-1,789	Closed	-$70.8K	–	1298
2024 Q4	$70.8K	Buy	+1,789	New	+$70.8K	﹤0.01%	903