GoalVest Advisory’s Origin Bancorp OBK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-92	Closed	-$2.66K	–	459
2023 Q3	$2.66K	Buy	92 +12	+15%	+$346	﹤0.01%	400
2023 Q2	$2.34K	Buy	+80	New	+$2.34K	﹤0.01%	346