CSIA
Carl Stuart Investment Advisor’s Origin Bancorp OBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
6,326
| – | – | 0.12% | 15 |
|
|
2025
Q1 | $219K | Hold |
6,326
| – | – | 0.12% | 15 |
|
|
2024
Q4 | $211K | Hold |
6,326
| – | – | 0.11% | 18 |
|
|
2024
Q3 | $203K | Hold |
6,326
| – | – | 0.11% | 16 |
|
|
2024
Q2 | $201K | Buy |
+6,326
| New | +$201K | 0.13% | 15 |
|
|
2024
Q1 | – | Sell |
-6,326
| Closed | -$225K | – | 26 |
|
|
2023
Q4 | $225K | Buy |
+6,326
| New | +$225K | 0.15% | 28 |
|
|
2023
Q2 | – | Sell |
-6,326
| Closed | -$367K | – | 42 |
|
|
2023
Q1 | $367K | Buy |
+6,326
| New | +$367K | 0.35% | 19 |
|