NorthCrest Asset Manangement’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 | $713K | Buy |
25,996
+11
| +0% | +$302 | 0.02% | 359 |
|
|
2025
Q1 | $608K | Buy |
25,985
+7
| +0% | +$164 | 0.02% | 391 |
|
|
2024
Q4 | $722K | Hold |
25,978
| – | – | 0.02% | 345 |
|
|
2024
Q3 | $783K | Hold |
25,978
| – | – | 0.02% | 329 |
|
|
2024
Q2 | $687K | Hold |
25,978
| – | – | 0.02% | 334 |
|
|
2024
Q1 | $597K | Hold |
25,978
| – | – | 0.02% | 353 |
|
|
2023
Q4 | $782K | Hold |
25,978
| – | – | 0.03% | 296 |
|
|
2023
Q3 | $561K | Buy |
25,978
+1,920
| +8% | +$41.4K | 0.02% | 342 |
|
|
2023
Q2 | $445K | Hold |
24,058
| – | – | 0.02% | 385 |
|
|
2023
Q1 | $529K | Buy |
+24,058
| New | +$529K | 0.02% | 354 |
|