Summit Financial Wealth Advisors’s Origin Bancorp OBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $454K | Hold |
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|
2025
Q2 | $472K | Hold |
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|
2025
Q1 | $458K | Hold |
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|
2024
Q4 | $496K | Hold |
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|
2024
Q3 | $425K | Hold |
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|
2024
Q2 | $419K | Hold |
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|
2024
Q1 | $413K | Hold |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $450K | Hold |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $448K | Hold |
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|
2022
Q4 | $512K | Hold |
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|
2022
Q3 | $558K | Hold |
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|
2022
Q2 | $574K | Hold |
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|
2022
Q1 | $590K | Sell |
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|
2021
Q4 | $692K | Buy |
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|
2021
Q3 | $602K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $360K | Buy |
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|
2020
Q2 | $280K | Hold |
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|
2020
Q1 | $290K | Hold |
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|
2019
Q4 | $514K | Buy |
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|
2019
Q3 | $459K | Sell |
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|
2019
Q2 | $605K | Buy |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $461K | Buy |
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|
2018
Q3 | $387K | Buy |
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