Dimensional Fund Advisors’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 | $1.74M | Buy |
67,464
+22,050
| +49% | +$570K | ﹤0.01% | 2787 |
|
|
2025
Q1 | $1.06M | Buy |
45,414
+10,992
| +32% | +$257K | ﹤0.01% | 2872 |
|
|
2024
Q4 | $956K | Buy |
34,422
+9,932
| +41% | +$276K | ﹤0.01% | 2924 |
|
|
2024
Q3 | $738K | Buy |
24,490
+9,362
| +62% | +$282K | ﹤0.01% | 2960 |
|
|
2024
Q2 | $399K | Buy |
15,128
+1,348
| +10% | +$35.6K | ﹤0.01% | 3060 |
|
|
2024
Q1 | $317K | Buy |
13,780
+2,092
| +18% | +$48.1K | ﹤0.01% | 3128 |
|
|
2023
Q4 | $352K | Buy |
11,688
+1,924
| +20% | +$58K | ﹤0.01% | 3100 |
|
|
2023
Q3 | $211K | Buy |
+9,764
| New | +$211K | ﹤0.01% | 3208 |
|