Origin Bancorp shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Origin Bancorp (OBK) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Origin Bancorp
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Quarterly reported holdings in Origin Bancorp by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $454k | 13k | 34.32 |
| 2025-03-31 | $458k | 13k | 34.67 |
| 2024-12-31 | $496k | 13k | 37.50 |
| 2024-09-30 | $425k | 13k | 32.16 |
| 2024-06-30 | $419k | 13k | 31.72 |
| 2024-03-31 | $413k | 13k | 31.24 |
| 2023-12-31 | $470k | 13k | 35.57 |
| 2023-09-30 | $450k | 14k | 32.28 |
| 2023-06-30 | $409k | 14k | 29.30 |
| 2023-03-31 | $448k | 14k | 32.15 |
| 2022-12-31 | $512k | 14k | 36.70 |
| 2022-09-30 | $558k | 14k | 40.02 |
| 2022-06-30 | $574k | 14k | 41.17 |
| 2022-03-31 | $590k | 14k | 42.32 |
| 2021-12-31 | $692k | 16k | 44.17 |
| 2021-09-30 | $602k | 14k | 42.34 |
| 2020-09-30 | $360k | 16k | 22.98 |
| 2020-06-30 | $280k | 15k | 19.35 |
| 2020-03-31 | $290k | 15k | 20.05 |
| 2019-12-31 | $514k | 15k | 35.53 |
| 2019-09-30 | $459k | 14k | 32.06 |
| 2019-06-30 | $605k | 18k | 33.01 |
| 2019-03-31 | $352k | 10k | 34.48 |
| 2018-12-31 | $461k | 14k | 34.10 |
| 2018-09-30 | $387k | 11k | 36.36 |
More positions owned by Summit Financial Wealth Advisors
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