SFWA
Summit Financial Wealth Advisors’s Origin Bancorp OBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $458K | Hold |
13,217
| – | – | 0.09% | 95 |
|
|
2024
Q4 | $496K | Hold |
13,217
| – | – | 0.1% | 92 |
|
|
2024
Q3 | $425K | Hold |
13,217
| – | – | 0.08% | 97 |
|
|
2024
Q2 | $419K | Hold |
13,217
| – | – | 0.09% | 88 |
|
|
2024
Q1 | $413K | Hold |
13,217
| – | – | 0.08% | 91 |
|
|
2023
Q4 | $470K | Sell |
13,217
-725
| -5% | -$25.8K | 0.11% | 81 |
|
|
2023
Q3 | $450K | Hold |
13,942
| – | – | 0.11% | 77 |
|
|
2023
Q2 | $409K | Hold |
13,942
| – | – | 0.09% | 85 |
|
|
2023
Q1 | $448K | Hold |
13,942
| – | – | 0.11% | 82 |
|
|
2022
Q4 | $512K | Hold |
13,942
| – | – | 0.12% | 81 |
|
|
2022
Q3 | $558K | Hold |
13,942
| – | – | 0.16% | 66 |
|
|
2022
Q2 | $574K | Hold |
13,942
| – | – | 0.14% | 71 |
|
|
2022
Q1 | $590K | Sell |
13,942
-1,725
| -11% | -$73K | 0.12% | 73 |
|
|
2021
Q4 | $692K | Buy |
15,667
+1,450
| +10% | +$64K | 0.13% | 68 |
|
|
2021
Q3 | $602K | Buy |
+14,217
| New | +$602K | 0.14% | 73 |
|
|
2020
Q4 | – | Sell |
-15,667
| Closed | -$360K | – | 112 |
|
|
2020
Q3 | $360K | Buy |
15,667
+1,200
| +8% | +$27.6K | 0.1% | 85 |
|
|
2020
Q2 | $280K | Hold |
14,467
| – | – | 0.07% | 99 |
|
|
2020
Q1 | $290K | Hold |
14,467
| – | – | 0.09% | 92 |
|
|
2019
Q4 | $514K | Buy |
14,467
+150
| +1% | +$5.33K | 0.12% | 90 |
|
|
2019
Q3 | $459K | Sell |
14,317
-4,009
| -22% | -$129K | 0.11% | 102 |
|
|
2019
Q2 | $605K | Buy |
18,326
+8,116
| +79% | +$268K | 0.15% | 95 |
|
|
2019
Q1 | $352K | Sell |
10,210
-3,310
| -24% | -$114K | 0.09% | 99 |
|
|
2018
Q4 | $461K | Buy |
13,520
+2,876
| +27% | +$98.1K | 0.15% | 81 |
|
|
2018
Q3 | $387K | Buy |
+10,644
| New | +$387K | 0.12% | 90 |
|