HighTower 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 | $439K | Buy |
16,993
+6,617
| +64% | +$171K | ﹤0.01% | 2630 |
|
|
2025
Q1 | $243K | Sell |
10,376
-412
| -4% | -$9.64K | ﹤0.01% | 3014 |
|
|
2024
Q4 | $300K | Sell |
10,788
-800
| -7% | -$22.2K | ﹤0.01% | 2867 |
|
|
2024
Q3 | $350K | Buy |
11,588
+2
| +0% | +$60 | ﹤0.01% | 2690 |
|
|
2024
Q2 | $305K | Sell |
11,586
-802
| -6% | -$21.1K | ﹤0.01% | 2684 |
|
|
2024
Q1 | $285K | Sell |
12,388
-204
| -2% | -$4.69K | ﹤0.01% | 2705 |
|
|
2023
Q4 | $380K | Sell |
12,592
-200
| -2% | -$6.04K | ﹤0.01% | 2514 |
|
|
2023
Q3 | $276K | Sell |
12,792
-2,598
| -17% | -$56.1K | ﹤0.01% | 2652 |
|
|
2023
Q2 | $284K | Buy |
+15,390
| New | +$284K | ﹤0.01% | 2591 |
|
|
2023
Q1 | – | Sell |
-10,502
| Closed | -$244K | – | 3224 |
|
|
2022
Q4 | $244K | Hold |
10,502
| – | – | ﹤0.01% | 2600 |
|
|
2022
Q3 | $203K | Hold |
10,502
| – | – | ﹤0.01% | 2582 |
|
|
2022
Q2 | $200K | Sell |
10,502
-200
| -2% | -$3.81K | ﹤0.01% | 2618 |
|
|
2022
Q1 | $215K | Sell |
10,702
-400
| -4% | -$8.04K | ﹤0.01% | 2758 |
|
|
2021
Q4 | $218K | Sell |
11,102
-600
| -5% | -$11.8K | ﹤0.01% | 2678 |
|
|
2021
Q3 | $205K | Buy |
+11,702
| New | +$205K | ﹤0.01% | 2678 |
|