Siena Capital Partners’s OAK RIDGE FINL SVCS INC COM STK (NC) BKOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
121,652
+894
| +0.7% | +$18.8K | 0.75% | 59 |
|
|
2025
Q1 | $2.51M | Buy |
120,758
+10,000
| +9% | +$208K | 0.74% | 60 |
|
|
2024
Q4 | $2.29M | Buy |
110,758
+15,284
| +16% | +$316K | 0.63% | 68 |
|
|
2024
Q3 | $1.83M | Hold |
95,474
| – | – | 0.53% | 76 |
|
|
2024
Q2 | $1.6M | Buy |
95,474
+30,027
| +46% | +$504K | 0.53% | 72 |
|
|
2024
Q1 | $1.15M | Buy |
65,447
+13,617
| +26% | +$238K | 0.38% | 82 |
|
|
2023
Q4 | $847K | Buy |
51,830
+7,772
| +18% | +$127K | 0.27% | 93 |
|
|
2023
Q3 | $661K | Buy |
44,058
+1,771
| +4% | +$26.6K | 0.24% | 92 |
|
|
2023
Q2 | $634K | Buy |
42,287
+6,357
| +18% | +$95.4K | 0.23% | 92 |
|
|
2023
Q1 | $633K | Buy |
35,930
+3,643
| +11% | +$64.2K | 0.23% | 92 |
|
|
2022
Q4 | $619K | Buy |
32,287
+1,954
| +6% | +$37.5K | 0.21% | 91 |
|
|
2022
Q3 | $563K | Buy |
30,333
+5,246
| +21% | +$97.4K | 0.19% | 101 |
|
|
2022
Q2 | $467K | Buy |
25,087
+6,168
| +33% | +$115K | 0.16% | 102 |
|
|
2022
Q1 | $368K | Buy |
18,919
+975
| +5% | +$19K | 0.11% | 102 |
|
|
2021
Q4 | $325K | Buy |
+17,944
| New | +$325K | 0.1% | 105 |
|