Beacon Pointe Advisors’s Origin Bancorp OBK Stock Holding History

Beacon Pointe Advisors’s Portfolio OBK Stock Details OBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$485K	Hold
2025 Q1	$471K	Hold
2024 Q4	$452K	Buy
2024 Q2	–	Sell
2024 Q1	$424K	Sell
2023 Q4	$615K	Sell
2023 Q3	$628K	Buy