Charles Schwab’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 | $705K | Sell |
27,269
-575
| -2% | -$14.9K | ﹤0.01% | 3013 |
|
|
2025
Q1 | $651K | Hold |
27,844
| – | – | ﹤0.01% | 2990 |
|
|
2024
Q4 | $774K | Hold |
27,844
| – | – | ﹤0.01% | 2997 |
|
|
2024
Q3 | $840K | Hold |
27,844
| – | – | ﹤0.01% | 2975 |
|
|
2024
Q2 | $736K | Buy |
27,844
+1,166
| +4% | +$30.8K | ﹤0.01% | 3035 |
|
|
2024
Q1 | $614K | Hold |
26,678
| – | – | ﹤0.01% | 2950 |
|
|
2023
Q4 | $804K | Hold |
26,678
| – | – | ﹤0.01% | 2904 |
|
|
2023
Q3 | $576K | Hold |
26,678
| – | – | ﹤0.01% | 2993 |
|
|
2023
Q2 | $494K | Buy |
+26,678
| New | +$494K | ﹤0.01% | 3059 |
|