UBS Group’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 | $143K | Sell |
5,524
-1,090
| -16% | -$28.2K | ﹤0.01% | 5702 |
|
|
2025
Q1 | $155K | Sell |
6,614
-1,670
| -20% | -$39.1K | ﹤0.01% | 5470 |
|
|
2024
Q4 | $230K | Buy |
8,284
+772
| +10% | +$21.5K | ﹤0.01% | 5177 |
|
|
2024
Q3 | $227K | Buy |
7,512
+2,300
| +44% | +$69.4K | ﹤0.01% | 4602 |
|
|
2024
Q2 | $138K | Sell |
5,212
-6,986
| -57% | -$185K | ﹤0.01% | 4815 |
|
|
2024
Q1 | $281K | Sell |
12,198
-252
| -2% | -$5.8K | ﹤0.01% | 4489 |
|
|
2023
Q4 | $375K | Buy |
12,450
+4,796
| +63% | +$144K | ﹤0.01% | 4178 |
|
|
2023
Q3 | $165K | Sell |
7,654
-276
| -3% | -$5.96K | ﹤0.01% | 4391 |
|
|
2023
Q2 | $147K | Buy |
7,930
+594
| +8% | +$11K | ﹤0.01% | 4665 |
|
|
2023
Q1 | $161K | Buy |
7,336
+4,108
| +127% | +$90.4K | ﹤0.01% | 4499 |
|
|
2022
Q4 | $75.2K | Buy |
3,228
+432
| +15% | +$10.1K | ﹤0.01% | 5231 |
|
|
2022
Q3 | $54K | Buy |
+2,796
| New | +$54K | ﹤0.01% | 5215 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$2K | – | 9308 |
|
|
2021
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 7818 |
|