A detailed history of Summit Financial Wealth Advisors, LLC transactions in Origin Bancorp, Inc. stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 13,217 shares of OBNK stock, worth $426,512. This represents 0.1% of its overall portfolio holdings.

Number of Shares
13,217
Previous 13,217 -0.0%
Holding current value
$426,512
Previous $426,000 -0.0%
% of portfolio
0.1%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 19, 2024

SELL
N/A
-725 Reduced 5.2%
13,217 $426,000
Q1 2022

May 06, 2022

SELL
$41.86 - $46.18 $72,208 - $79,660
-1,725 Reduced 11.01%
13,942 $590,000
Q4 2021

Jan 12, 2022

BUY
$40.7 - $46.79 $59,015 - $67,845
1,450 Added 10.2%
15,667 $692,000
Q3 2021

Nov 05, 2021

BUY
$39.17 - $43.09 $556,879 - $612,610
14,217 New
14,217 $602,000
Q4 2020

Jan 11, 2021

SELL
$21.6 - $29.02 $338,407 - $454,656
-15,667 Closed
0 $0
Q3 2020

Nov 09, 2020

BUY
$18.22 - $25.14 $21,864 - $30,168
1,200 Added 8.29%
15,667 $360,000
Q4 2019

Jan 28, 2020

BUY
$31.83 - $38.0 $4,774 - $5,700
150 Added 1.05%
14,467 $514,000
Q3 2019

Nov 05, 2019

SELL
$31.39 - $35.56 $125,842 - $142,560
-4,009 Reduced 21.88%
14,317 $459,000
Q2 2019

Jul 16, 2019

BUY
$32.55 - $35.24 $264,175 - $286,007
8,116 Added 79.49%
18,326 $605,000
Q1 2019

May 01, 2019

SELL
$32.0 - $36.22 $105,920 - $119,888
-3,310 Reduced 24.48%
10,210 $352,000
Q4 2018

Feb 01, 2019

BUY
$32.27 - $39.45 $92,808 - $113,458
2,876 Added 27.02%
13,520 $461,000
Q3 2018

Oct 22, 2018

BUY
$37.1 - $41.34 $394,892 - $440,022
10,644 New
10,644 $387,000

Others Institutions Holding OBNK

About Origin Bancorp, Inc.


  • Ticker OBNK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 30,661,700
  • Market Cap $989M
  • Description
  • Origin Bancorp, Inc. operates as a bank holding company for Origin Bank that provides banking and financial services to small and medium-sized businesses, municipalities, high net worth individuals, and retail clients in Texas, Louisiana, and Mississippi. It offers noninterest and interest-bearing checking accounts, savings deposits, money marke...
More about OBNK
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