Morgan Stanley’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 | $1.26M | Buy |
48,704
+18,391
| +61% | +$475K | ﹤0.01% | 4989 |
|
|
2025
Q1 | $709K | Sell |
30,313
-8,553
| -22% | -$200K | ﹤0.01% | 5170 |
|
|
2024
Q4 | $1.08M | Sell |
38,866
-376
| -1% | -$10.4K | ﹤0.01% | 5050 |
|
|
2024
Q3 | $1.18M | Buy |
39,242
+17,928
| +84% | +$541K | ﹤0.01% | 4946 |
|
|
2024
Q2 | $564K | Sell |
21,314
-3,706
| -15% | -$98K | ﹤0.01% | 5236 |
|
|
2024
Q1 | $575K | Sell |
25,020
-35,016
| -58% | -$805K | ﹤0.01% | 5249 |
|
|
2023
Q4 | $1.81M | Buy |
60,036
+44,026
| +275% | +$1.33M | ﹤0.01% | 4973 |
|
|
2023
Q3 | $346K | Sell |
16,010
-2,106
| -12% | -$45.5K | ﹤0.01% | 5328 |
|
|
2023
Q2 | $335K | Sell |
18,116
-11,208
| -38% | -$207K | ﹤0.01% | 5414 |
|
|
2023
Q1 | $645K | Buy |
29,324
+15,138
| +107% | +$333K | ﹤0.01% | 5111 |
|
|
2022
Q4 | $330K | Buy |
14,186
+2,472
| +21% | +$57.6K | ﹤0.01% | 5442 |
|
|
2022
Q3 | $225K | Sell |
11,714
-2,920
| -20% | -$56.1K | ﹤0.01% | 5678 |
|
|
2022
Q2 | $278K | Buy |
14,634
+5,996
| +69% | +$114K | ﹤0.01% | 5722 |
|
|
2022
Q1 | $173K | Sell |
8,638
-1,566
| -15% | -$31.4K | ﹤0.01% | 5998 |
|
|
2021
Q4 | $202K | Buy |
10,204
+4
| +0% | +$79 | ﹤0.01% | 6066 |
|
|
2021
Q3 | $179K | Buy |
+10,200
| New | +$179K | ﹤0.01% | 6056 |
|