Invesco’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 | $306K | Sell |
11,829
-2,401
| -17% | -$62K | ﹤0.01% | 3355 |
|
2025
Q1 | $333K | Sell |
14,230
-2,862
| -17% | -$66.9K | ﹤0.01% | 3306 |
|
2024
Q4 | $475K | Sell |
17,092
-3,326
| -16% | -$92.4K | ﹤0.01% | 3240 |
|
2024
Q3 | $616K | Sell |
20,418
-11,652
| -36% | -$351K | ﹤0.01% | 3124 |
|
2024
Q2 | $848K | Sell |
32,070
-822
| -2% | -$21.7K | ﹤0.01% | 3011 |
|
2024
Q1 | $757K | Buy |
32,892
+22,520
| +217% | +$518K | ﹤0.01% | 3118 |
|
2023
Q4 | $312K | Buy |
+10,372
| New | +$312K | ﹤0.01% | 3412 |
|