Arete Wealth Advisors’s Old Republic International ORI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $434K | Buy |
11,278
+2,576
| +30% | +$99.1K | 0.03% | 454 |
|
2025
Q1 | $341K | Buy |
8,702
+3
| +0% | +$118 | 0.03% | 493 |
|
2024
Q4 | $314K | Buy |
8,699
+103
| +1% | +$3.72K | 0.02% | 538 |
|
2024
Q3 | $303K | Sell |
8,596
-2,728
| -24% | -$96.2K | 0.03% | 520 |
|
2024
Q2 | $349K | Buy |
+11,324
| New | +$349K | 0.03% | 496 |
|
2024
Q1 | – | Sell |
-9,554
| Closed | -$281K | – | 627 |
|
2023
Q4 | $281K | Buy |
9,554
+193
| +2% | +$5.67K | 0.02% | 576 |
|
2023
Q3 | $252K | Buy |
+9,361
| New | +$252K | 0.04% | 386 |
|