LPL Financial
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LPL Financial’s Orange County Bancorp OBT Stock Holding History

LPL Financial’s Portfolio OBT Stock Details OBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$557K Hold
21,560
– – ﹤0.01% 4222
2025
Q1 		$504K Sell
21,560
-1,650
-7% -$38.6K ﹤0.01% 4101
2024
Q4 		$645K Buy
+23,210
New +$645K ﹤0.01% 3822