HighTower Advisors’s Orange County Bancorp OBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $439K | Buy |
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|
2025
Q1 | $243K | Sell |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $285K | Sell |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $284K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $203K | Hold |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $218K | Sell |
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|
2021
Q3 | $205K | Buy |
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