Bank of America’s Orange County Bancorp OBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
52,872
+34,059
| +181% | +$880K | ﹤0.01% | 4262 |
|
|
2025
Q1 | $440K | Buy |
18,813
+1,449
| +8% | +$33.9K | ﹤0.01% | 4804 |
|
|
2024
Q4 | $482K | Buy |
17,364
+8,806
| +103% | +$245K | ﹤0.01% | 4735 |
|
|
2024
Q3 | $258K | Buy |
8,558
+282
| +3% | +$8.51K | ﹤0.01% | 5036 |
|
|
2024
Q2 | $219K | Buy |
8,276
+1,918
| +30% | +$50.7K | ﹤0.01% | 5031 |
|
|
2024
Q1 | $146K | Sell |
6,358
-10,876
| -63% | -$250K | ﹤0.01% | 5206 |
|
|
2023
Q4 | $519K | Buy |
17,234
+542
| +3% | +$16.3K | ﹤0.01% | 4599 |
|
|
2023
Q3 | $360K | Buy |
16,692
+5,678
| +52% | +$123K | ﹤0.01% | 4698 |
|
|
2023
Q2 | $204K | Buy |
11,014
+2,904
| +36% | +$53.7K | ﹤0.01% | 4988 |
|
|
2023
Q1 | $178K | Buy |
8,110
+7,298
| +899% | +$161K | ﹤0.01% | 5203 |
|
|
2022
Q4 | $18.9K | Buy |
812
+12
| +2% | +$279 | ﹤0.01% | 5954 |
|
|
2022
Q3 | $15K | Hold |
800
| – | – | ﹤0.01% | 6263 |
|
|
2022
Q2 | $15K | Hold |
800
| – | – | ﹤0.01% | 6452 |
|
|
2022
Q1 | $16K | Sell |
800
-4
| -0.5% | -$80 | ﹤0.01% | 6799 |
|
|
2021
Q4 | $16K | Buy |
804
+4
| +0.5% | +$80 | ﹤0.01% | 6714 |
|
|
2021
Q3 | $14K | Buy |
+800
| New | +$14K | ﹤0.01% | 6582 |
|