Envestnet Asset Management’s Origin Bancorp OBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
100,369
+33,907
| +51% | +$1.21M | ﹤0.01% | 2436 |
|
|
2025
Q1 | $2.3M | Buy |
66,462
+4,054
| +6% | +$141K | ﹤0.01% | 2633 |
|
|
2024
Q4 | $2.08M | Buy |
62,408
+4,553
| +8% | +$152K | ﹤0.01% | 2667 |
|
|
2024
Q3 | $1.86M | Sell |
57,855
-2,189
| -4% | -$70.4K | ﹤0.01% | 2708 |
|
|
2024
Q2 | $1.9M | Buy |
60,044
+9,851
| +20% | +$312K | ﹤0.01% | 2626 |
|
|
2024
Q1 | $1.57M | Buy |
50,193
+5,831
| +13% | +$182K | ﹤0.01% | 2731 |
|
|
2023
Q4 | $1.58M | Buy |
44,362
+1,417
| +3% | +$50.4K | ﹤0.01% | 2613 |
|
|
2023
Q3 | $1.24M | Buy |
42,945
+16,189
| +61% | +$467K | ﹤0.01% | 2656 |
|
|
2023
Q2 | $784K | Sell |
26,756
-605
| -2% | -$17.7K | ﹤0.01% | 2935 |
|
|
2023
Q1 | $880K | Buy |
27,361
+5,161
| +23% | +$166K | ﹤0.01% | 2764 |
|
|
2022
Q4 | $815K | Sell |
22,200
-246
| -1% | -$9.03K | ﹤0.01% | 2792 |
|
|
2022
Q3 | $863K | Buy |
+22,446
| New | +$863K | ﹤0.01% | 2686 |
|