Beaird Harris Wealth Management’s Origin Bancorp OBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,940
| Closed | -$157K | – | 668 |
|
|
2024
Q2 | $157K | Hold |
4,940
| – | – | 0.01% | 136 |
|
|
2024
Q1 | $154K | Hold |
4,940
| – | – | 0.02% | 134 |
|
|
2023
Q4 | $176K | Hold |
4,940
| – | – | 0.02% | 111 |
|
|
2023
Q3 | $143K | Hold |
4,940
| – | – | 0.02% | 111 |
|
|
2023
Q2 | $145K | Sell |
4,940
-153
| -3% | -$4.48K | 0.02% | 115 |
|
|
2023
Q1 | $164K | Buy |
+5,093
| New | +$164K | 0.03% | 97 |
|