Allworth Financial’s Origin Bancorp OBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
13,303
+93
| +0.7% | +$3.32K | ﹤0.01% | 850 |
|
|
2025
Q1 | $420K | Buy |
13,210
+87
| +0.7% | +$2.77K | ﹤0.01% | 717 |
|
|
2024
Q4 | $464K | Buy |
13,123
+56
| +0.4% | +$1.98K | ﹤0.01% | 706 |
|
|
2024
Q3 | $420K | Buy |
13,067
+59
| +0.5% | +$1.9K | ﹤0.01% | 621 |
|
|
2024
Q2 | $463K | Buy |
13,008
+59
| +0.5% | +$2.1K | ﹤0.01% | 586 |
|
|
2024
Q1 | $405K | Buy |
12,949
+32
| +0.2% | +$1K | ﹤0.01% | 600 |
|
|
2023
Q4 | $459K | Buy |
12,917
+141
| +1% | +$5.02K | ﹤0.01% | 536 |
|
|
2023
Q3 | $369K | Buy |
12,776
+63
| +0.5% | +$1.82K | ﹤0.01% | 552 |
|
|
2023
Q2 | $372K | Sell |
12,713
-330
| -3% | -$9.67K | ﹤0.01% | 565 |
|
|
2023
Q1 | $419K | Buy |
13,043
+394
| +3% | +$12.7K | ﹤0.01% | 499 |
|
|
2022
Q4 | $464K | Buy |
12,649
+12,644
| +252,880% | +$464K | 0.01% | 477 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2959 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2670 |
|