Kestra Advisory Services’s Oak Valley Bancorp OVLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
+21,118
| New | +$575K | ﹤0.01% | 1859 |
|
|
2025
Q1 | – | Sell |
-21,118
| Closed | -$618K | – | 2848 |
|
|
2024
Q4 | $618K | Buy |
+21,118
| New | +$618K | ﹤0.01% | 1728 |
|
|
2024
Q3 | – | Sell |
-20,118
| Closed | -$502K | – | 2678 |
|
|
2024
Q2 | $502K | Hold |
20,118
| – | – | ﹤0.01% | 1768 |
|
|
2024
Q1 | $499K | Buy |
+20,118
| New | +$499K | ﹤0.01% | 1669 |
|