Watchman Group’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	-82,526	Closed	-$3.26M	–	86
2024 Q4	$3.26M	Sell	82,526 -1,559	-2%	-$61.7K	0.86%	42
2024 Q3	$3.98M	Buy	84,085 +2,058	+3%	+$97.5K	1.04%	36
2024 Q2	$2.88M	Buy	+82,027	New	+$2.88M	0.92%	43