Hennessy Advisors Inc’s Orange County Bancorp OBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Sell |
25,000
-10,000
| -29% | -$258K | 0.02% | 264 |
|
|
2025
Q1 | $819K | Sell |
35,000
-21,000
| -38% | -$491K | 0.03% | 263 |
|
|
2024
Q4 | $1.56M | Sell |
56,000
-14,000
| -20% | -$389K | 0.05% | 247 |
|
|
2024
Q3 | $2.11M | Buy |
70,000
+382
| +0.5% | +$11.5K | 0.07% | 240 |
|
|
2024
Q2 | $1.84M | Buy |
69,618
+15,618
| +29% | +$413K | 0.07% | 236 |
|
|
2024
Q1 | $1.24M | Buy |
54,000
+26,000
| +93% | +$598K | 0.05% | 248 |
|
|
2023
Q4 | $843K | Buy |
+28,000
| New | +$843K | 0.04% | 262 |
|