AWM
AE Wealth Management’s Old Republic International ORI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
376,275
+344,583
| +1,087% | +$13.2M | 0.11% | 205 |
|
|
2025
Q1 | $1.24M | Buy |
31,692
+24,033
| +314% | +$943K | 0.01% | 658 |
|
|
2024
Q4 | $277K | Sell |
7,659
-941
| -11% | -$34.1K | ﹤0.01% | 1135 |
|
|
2024
Q3 | $305K | Sell |
8,600
-2,640
| -23% | -$93.5K | ﹤0.01% | 1026 |
|
|
2024
Q2 | $347K | Sell |
11,240
-356
| -3% | -$11K | ﹤0.01% | 984 |
|
|
2024
Q1 | $356K | Sell |
11,596
-129,013
| -92% | -$3.96M | ﹤0.01% | 911 |
|
|
2023
Q4 | $3.94M | Sell |
140,609
-19,585
| -12% | -$548K | 0.02% | 671 |
|
|
2023
Q3 | $4.32M | Buy |
160,194
+28,097
| +21% | +$757K | 0.03% | 587 |
|
|
2023
Q2 | $3.32M | Buy |
132,097
+112,126
| +561% | +$2.82M | 0.02% | 674 |
|
|
2023
Q1 | $499K | Buy |
19,971
+2,101
| +12% | +$52.5K | ﹤0.01% | 1355 |
|
|
2022
Q4 | $432K | Buy |
17,870
+5,314
| +42% | +$128K | ﹤0.01% | 1366 |
|
|
2022
Q3 | $263K | Buy |
12,556
+2,838
| +29% | +$59.4K | ﹤0.01% | 1518 |
|
|
2022
Q2 | $217K | Sell |
9,718
-18,071
| -65% | -$404K | ﹤0.01% | 1567 |
|
|
2022
Q1 | $719K | Buy |
27,789
+19,650
| +241% | +$508K | ﹤0.01% | 1057 |
|
|
2021
Q4 | $200K | Buy |
+8,139
| New | +$200K | ﹤0.01% | 1607 |
|
|
2020
Q1 | – | Sell |
-13,404
| Closed | -$300K | – | 1224 |
|
|
2019
Q4 | $300K | Buy |
13,404
+3,173
| +31% | +$71K | 0.01% | 899 |
|
|
2019
Q3 | $241K | Buy |
10,231
+923
| +10% | +$21.7K | 0.01% | 862 |
|
|
2019
Q2 | $208K | Buy |
+9,308
| New | +$208K | 0.01% | 889 |
|
|
2018
Q4 | – | Sell |
-9,346
| Closed | -$209K | – | 553 |
|
|
2018
Q3 | $209K | Buy |
+9,346
| New | +$209K | 0.01% | 553 |
|
|
2018
Q2 | – | Sell |
-9,696
| Closed | -$208K | – | 477 |
|
|
2018
Q1 | $208K | Buy |
+9,696
| New | +$208K | 0.02% | 404 |
|