SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Origin Bancorp, Inc. Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$558,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-0.85%
quarter
Origin Bancorp, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -16K | $38.47 | 13.94K | |
| Q2 2022 | share | 0.00% | 0 shares | -16K | $38.8 | 13.94K | |
| Q1 2022 | share | Decrease | -11.01% | -1.72K shares | -102K | $42.29 | 13.94K |
| Q4 2021 | share | Increase | +10.20% | 1.45K shares | 90K | $42.96 | 15.66K |
| Q3 2021 | share | Increase | 0.00% | 14.21K shares | 602K | $42.23 | 14.21K |
| Q4 2020 | share | Decrease | -100.00% | -15.66K shares | -360K | $27.43 | 0 |
| Q3 2020 | share | Increase | +8.29% | 1.2K shares | 80K | $21.02 | 15.66K |
| Q2 2020 | share | 0.00% | 0 shares | -10K | $21.57 | 14.46K | |
| Q1 2020 | share | 0.00% | 0 shares | -224K | $19.74 | 14.46K | |
| Q4 2019 | share | Increase | +1.05% | 150 shares | 55K | $36.8 | 14.46K |
| Q3 2019 | share | Decrease | -21.88% | -4.00K shares | -146K | $32.73 | 14.31K |
| Q2 2019 | share | Increase | +79.49% | 8.11K shares | 253K | $31.92 | 18.32K |
| Q1 2019 | share | Decrease | -24.48% | -3.31K shares | -109K | $32.9 | 10.21K |
| Q4 2018 | share | Increase | +27.02% | 2.87K shares | 74K | $32.9 | 13.52K |
| Q3 2018 | share | Increase | 0.00% | 10.64K shares | 387K | $36.31 | 10.64K |