Charles Schwab’s Oak Valley Bancorp OVLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Buy |
20,183
+600
| +3% | +$16.3K | ﹤0.01% | 3104 |
|
|
2025
Q1 | $489K | Sell |
19,583
-1,189
| -6% | -$29.7K | ﹤0.01% | 3093 |
|
|
2024
Q4 | $608K | Buy |
20,772
+1,679
| +9% | +$49.1K | ﹤0.01% | 3080 |
|
|
2024
Q3 | $507K | Sell |
19,093
-1,210
| -6% | -$32.2K | ﹤0.01% | 3159 |
|
|
2024
Q2 | $507K | Buy |
20,303
+1,201
| +6% | +$30K | ﹤0.01% | 3191 |
|
|
2024
Q1 | $473K | Hold |
19,102
| – | – | ﹤0.01% | 3048 |
|
|
2023
Q4 | $572K | Hold |
19,102
| – | – | ﹤0.01% | 3024 |
|
|
2023
Q3 | $479K | Hold |
19,102
| – | – | ﹤0.01% | 3049 |
|
|
2023
Q2 | $481K | Buy |
+19,102
| New | +$481K | ﹤0.01% | 3072 |
|
|
2021
Q2 | – | Sell |
-16,895
| Closed | -$290K | – | 3504 |
|
|
2021
Q1 | $290K | Hold |
16,895
| – | – | ﹤0.01% | 3251 |
|
|
2020
Q4 | $281K | Hold |
16,895
| – | – | ﹤0.01% | 3180 |
|
|
2020
Q3 | $194K | Hold |
16,895
| – | – | ﹤0.01% | 3182 |
|
|
2020
Q2 | $215K | Hold |
16,895
| – | – | ﹤0.01% | 3155 |
|
|
2020
Q1 | $266K | Hold |
16,895
| – | – | ﹤0.01% | 2927 |
|
|
2019
Q4 | $329K | Hold |
16,895
| – | – | ﹤0.01% | 2954 |
|
|
2019
Q3 | $284K | Hold |
16,895
| – | – | ﹤0.01% | 2978 |
|
|
2019
Q2 | $331K | Buy |
16,895
+1,267
| +8% | +$24.8K | ﹤0.01% | 2978 |
|
|
2019
Q1 | $276K | Buy |
15,628
+2,528
| +19% | +$44.6K | ﹤0.01% | 2961 |
|
|
2018
Q4 | $240K | Hold |
13,100
| – | – | ﹤0.01% | 2993 |
|
|
2018
Q3 | $258K | Hold |
13,100
| – | – | ﹤0.01% | 3036 |
|
|
2018
Q2 | $300K | Buy |
+13,100
| New | +$300K | ﹤0.01% | 2964 |
|