Beacon Pointe Advisors’s Origin Bancorp OBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Hold |
13,577
| – | – | 0.01% | 879 |
|
|
2025
Q1 | $471K | Hold |
13,577
| – | – | 0.01% | 855 |
|
|
2024
Q4 | $452K | Buy |
+13,577
| New | +$452K | 0.01% | 850 |
|
|
2024
Q2 | – | Sell |
-13,577
| Closed | -$424K | – | 1319 |
|
|
2024
Q1 | $424K | Sell |
13,577
-3,704
| -21% | -$116K | ﹤0.01% | 971 |
|
|
2023
Q4 | $615K | Sell |
17,281
-4,456
| -20% | -$159K | 0.01% | 813 |
|
|
2023
Q3 | $628K | Buy |
+21,737
| New | +$628K | 0.01% | 781 |
|