Geneos Wealth Management’s Origin Bancorp OBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,647
| Closed | -$200K | – | 2843 |
|
|
2021
Q3 | $200K | Buy |
4,647
+15
| +0.3% | +$646 | 0.01% | 854 |
|
|
2021
Q2 | $195K | Buy |
4,632
+13
| +0.3% | +$547 | 0.01% | 855 |
|
|
2021
Q1 | $201K | Hold |
4,619
| – | – | 0.01% | 962 |
|
|
2020
Q4 | $197K | Buy |
4,619
+31
| +0.7% | +$1.32K | 0.01% | 831 |
|
|
2020
Q3 | $93K | Buy |
4,588
+18
| +0.4% | +$365 | ﹤0.01% | 971 |
|
|
2020
Q2 | $92K | Buy |
4,570
+20
| +0.4% | +$403 | 0.01% | 957 |
|
|
2020
Q1 | $87K | Buy |
4,550
+13
| +0.3% | +$249 | 0.01% | 884 |
|
|
2019
Q4 | $168K | Buy |
4,537
+11
| +0.2% | +$407 | 0.01% | 757 |
|
|
2019
Q3 | $153K | Buy |
4,526
+14
| +0.3% | +$473 | 0.01% | 746 |
|
|
2019
Q2 | $148K | Buy |
4,512
+4
| +0.1% | +$131 | 0.01% | 774 |
|
|
2019
Q1 | $153K | Buy |
4,508
+8
| +0.2% | +$272 | 0.01% | 731 |
|
|
2018
Q4 | $153K | Buy |
4,500
+500
| +13% | +$17K | 0.01% | 682 |
|
|
2018
Q3 | $150K | Buy |
+4,000
| New | +$150K | 0.01% | 744 |
|