Live Oak Investment Partners Purchases and Sells in Q3 2025

Live Oak Investment Partners

$146 Million
Q3 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SRLN	54.3K + 47.61%	$41.28 - $41.65 $2.24M - $2.26M	168K $7M
VEA	37.3K + 22.8%	$56.02 - $60.3 $2.09M - $2.25M	201K $12M
MSFT	3.34K + 98.44%	$491.09 - $535.64 $1.64M - $1.79M	6.73K $3.48M
AMZN	6.15K + 106.66%	$211.65 - $238.24 $1.3M - $1.47M	11.9K $2.62M
FTLS	15K + 21.37%	$65.78 - $69.95 $986K - $1.05M	85.2K $5.96M
EMXC	13.9K + 53.21%	$62.54 - $68.42 $869K - $950K	40K $2.7M

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PULS	333K New	$49.58 - $49.83 $16.5M - $16.6M	333K $16.6M
UCON	358K New	$24.73 - $25.29 $8.85M - $9.05M	358K $9.02M
XMHQ	47.1K New	$98.53 - $107.1 $4.64M - $5.05M	47.1K $4.95M
DBMF	132K New	$25.43 - $27.31 $3.35M - $3.6M	132K $3.6M
GOOG	10.7K New	$175.16 - $255.24 $1.87M - $2.73M	10.7K $2.6M
XOM	22.1K New	$105.83 - $117.22 $2.34M - $2.59M	22.1K $2.49M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VZ	-26.2K - 84.78%	$40.84 - $45.06 $1.07M - $1.18M	4.7K $206K
SO	-8.81K - 78.43%	$90.83 - $96.0 $800K - $845K	2.42K $229K
NFLX	-669 - 19.13%	$1147.87 - $1297.18 $768K - $868K	2.83K $3.39M
FDX	-3.16K - 66.19%	$217.1 - $243.2 $686K - $769K	1.62K $380K
JPM	-1.93K - 57.56%	$282.78 - $316.06 $546K - $610K	1.42K $449K
MGK	-1.41K - 55.42%	$362.31 - $405.74 $509K - $570K	1.13K $455K

Activity Summary All Purchases 55 New Holdings 28 Increased Positions 27 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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