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
Q2
$439K Buy
2025
Q1
$243K Sell
2024
Q4
$300K Sell
2024
Q3
$350K Buy
2024
Q2
$305K Sell
2024
Q1
$285K Sell
2023
Q4
$380K Sell
2023
Q3
$276K Sell
2023
Q2
$284K Buy
2023
Q1
Sell
2022
Q4
$244K Hold
2022
Q3
$203K Hold
2022
Q2
$200K Sell
2022
Q1
$215K Sell
2021
Q4
$218K Sell
2021
Q3
$205K Buy