Hudson Valley Investment 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 | $30M | Sell |
1,161,617
-17,288
| -1% | -$447K | 3.29% | 7 |
|
|
2025
Q1 | $27.6M | Sell |
1,178,905
-25,463
| -2% | -$596K | 3.29% | 8 |
|
|
2024
Q4 | $33.5M | Sell |
1,204,368
-1,468
| -0.1% | -$40.8K | 3.79% | 6 |
|
|
2024
Q3 | $36.4M | Buy |
1,205,836
+8,816
| +0.7% | +$266K | 4.02% | 5 |
|
|
2024
Q2 | $31.2M | Sell |
1,197,020
-7,538
| -0.6% | -$197K | 4.06% | 3 |
|
|
2024
Q1 | $27.7M | Buy |
1,204,558
+7,538
| +0.6% | +$173K | 3.32% | 6 |
|
|
2023
Q4 | $31.2M | Sell |
1,197,020
-16,254
| -1% | -$424K | 4.28% | 3 |
|
|
2023
Q3 | $26.2M | Sell |
1,213,274
-11,406
| -0.9% | -$246K | 3.69% | 3 |
|
|
2023
Q2 | $18.4M | Sell |
1,224,680
-4,844
| -0.4% | -$72.8K | 2.49% | 9 |
|
|
2023
Q1 | $27M | Buy |
1,229,524
+7,558
| +0.6% | +$166K | 3.78% | 2 |
|
|
2022
Q4 | $28.5M | Buy |
1,221,966
+3,014
| +0.2% | +$70.2K | 4.3% | 1 |
|
|
2022
Q3 | $23.5M | Sell |
1,218,952
-29,156
| -2% | -$561K | 3.76% | 3 |
|
|
2022
Q2 | $23.7M | Sell |
1,248,108
-14,866
| -1% | -$282K | 3.69% | 3 |
|
|
2022
Q1 | $25.3M | Buy |
1,262,974
+7,400
| +0.6% | +$148K | 3.39% | 4 |
|
|
2021
Q4 | $24.9M | Buy |
1,255,574
+194
| +0% | +$3.85K | 3.89% | 4 |
|
|
2021
Q3 | $22.1M | Sell |
1,255,380
-3,950
| -0.3% | -$69.4K | 3.78% | 3 |
|
|
2021
Q2 | $21.4M | Buy |
1,259,330
+5,176
| +0.4% | +$88K | 3.72% | 3 |
|
|
2021
Q1 | $19.3M | Sell |
1,254,154
-17,728
| -1% | -$273K | 3.44% | 5 |
|
|
2020
Q4 | $17.3M | Sell |
1,271,882
-2,180
| -0.2% | -$29.7K | 3.3% | 4 |
|
|
2020
Q3 | $15.1M | Sell |
1,274,062
-20,000
| -2% | -$237K | 3.26% | 5 |
|
|
2020
Q2 | $15.4M | Sell |
1,294,062
-4,220
| -0.3% | -$50.1K | 3.57% | 4 |
|
|
2020
Q1 | $16.1M | Sell |
1,298,282
-402,512
| -24% | -$4.98M | 4.45% | 3 |
|
|
2019
Q4 | $25M | Buy |
1,700,794
+32,600
| +2% | +$479K | 5.34% | 2 |
|
|
2019
Q3 | $23.1M | Hold |
1,668,194
| – | – | 5.36% | 2 |
|
|
2019
Q2 | $22.1M | Buy |
1,668,194
+2,400
| +0.1% | +$31.8K | 5.12% | 2 |
|
|
2019
Q1 | $22.3M | Sell |
1,665,794
-37,164
| -2% | -$497K | 5.4% | 2 |
|
|
2018
Q4 | $22.1M | Buy |
1,702,958
+22,164
| +1% | +$288K | 5.1% | 2 |
|
|
2018
Q3 | $24.2M | Buy |
1,680,794
+22,102
| +1% | +$319K | 5.62% | 2 |
|
|
2018
Q2 | $23.9M | Buy |
1,658,692
+1,400
| +0.1% | +$20.2K | 5.87% | 1 |
|
|
2018
Q1 | $23.4M | Buy |
1,657,292
+696,554
| +73% | +$9.84M | 5.9% | 1 |
|
|
2017
Q4 | $26.4M | Buy |
960,738
+996
| +0.1% | +$27.4K | 6.53% | 1 |
|
|
2017
Q3 | $25.8M | Hold |
959,742
| – | – | 6.69% | 1 |
|
|
2017
Q2 | $22.3M | Buy |
959,742
+7,752
| +0.8% | +$180K | 6.13% | 1 |
|
|
2017
Q1 | $22.6M | Buy |
951,990
+6,644
| +0.7% | +$158K | 6.31% | 1 |
|
|
2016
Q4 | $22M | Buy |
945,346
+9,900
| +1% | +$230K | 6.48% | 1 |
|
|
2016
Q3 | $20.2M | Hold |
935,446
| – | – | 6.28% | 1 |
|
|
2016
Q2 | $21.7M | Sell |
935,446
-6,300
| -0.7% | -$146K | 6.95% | 1 |
|
|
2016
Q1 | $22.4M | Hold |
941,746
| – | – | 7.28% | 1 |
|
|
2015
Q4 | $22.7M | Sell |
941,746
-5,600
| -0.6% | -$135K | 7.08% | 1 |
|
|
2015
Q3 | $23.2M | Sell |
947,346
-8,800
| -0.9% | -$216K | 7.53% | 1 |
|
|
2015
Q2 | $22.2M | Buy |
956,146
+183,558
| +24% | +$4.27M | 6.94% | 1 |
|
|
2015
Q1 | $17.2M | Buy |
772,588
+615,762
| +393% | +$13.7M | 5.82% | 1 |
|
|
2014
Q4 | $3.41M | Sell |
156,826
-2,460
| -2% | -$53.5K | 1.4% | 29 |
|
|
2014
Q3 | $3.19M | Buy |
159,286
+9,200
| +6% | +$184K | 1.35% | 30 |
|
|
2014
Q2 | $2.99M | Sell |
150,086
-62,964
| -30% | -$1.25M | 1.3% | 30 |
|
|
2014
Q1 | $4.22M | Sell |
213,050
-10,418
| -5% | -$206K | 1.8% | 20 |
|
|
2013
Q4 | $4.36M | Hold |
223,468
| – | – | 1.92% | 20 |
|
|
2013
Q3 | $4.4M | Buy |
223,468
+14,808
| +7% | +$292K | 2.14% | 12 |
|
|
2013
Q2 | $4.12M | Buy |
+208,660
| New | +$4.12M | 1.97% | 15 |
|