Avantax Planning Partners’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 | $273K | Buy |
7,101
+1,611
| +29% | +$61.9K | 0.01% | 372 |
|
|
2025
Q1 | $215K | Buy |
+5,490
| New | +$215K | 0.01% | 397 |
|
|
2024
Q3 | – | Sell |
-9,736
| Closed | -$301K | – | 475 |
|
|
2024
Q2 | $301K | Buy |
9,736
+1,278
| +15% | +$39.5K | 0.01% | 358 |
|
|
2024
Q1 | $260K | Sell |
8,458
-1,021
| -11% | -$31.4K | 0.01% | 389 |
|
|
2023
Q4 | $279K | Sell |
9,479
-209
| -2% | -$6.15K | 0.01% | 307 |
|
|
2023
Q3 | $261K | Buy |
9,688
+463
| +5% | +$12.5K | 0.01% | 304 |
|
|
2023
Q2 | $232K | Buy |
9,225
+484
| +6% | +$12.2K | 0.01% | 334 |
|
|
2023
Q1 | $218K | Buy |
+8,741
| New | +$218K | 0.01% | 343 |
|
|
2019
Q4 | – | Sell |
-8,601
| Closed | -$203K | – | 312 |
|
|
2019
Q3 | $203K | Buy |
+8,601
| New | +$203K | 0.01% | 295 |
|
|
2018
Q4 | – | Sell |
-1,021
| Closed | -$23K | – | 918 |
|
|
2018
Q3 | $23K | Buy |
+1,021
| New | +$23K | ﹤0.01% | 667 |
|
|
2018
Q2 | – | Sell |
-10,584
| Closed | -$227K | – | 1080 |
|
|
2018
Q1 | $227K | Sell |
10,584
-843
| -7% | -$18.1K | 0.02% | 275 |
|
|
2017
Q4 | $244K | Sell |
11,427
-847
| -7% | -$18.1K | 0.02% | 262 |
|
|
2017
Q3 | $242K | Sell |
12,274
-154
| -1% | -$3.04K | 0.02% | 330 |
|
|
2017
Q2 | $243K | Buy |
12,428
+346
| +3% | +$6.77K | 0.02% | 298 |
|
|
2017
Q1 | $247K | Hold |
12,082
| – | – | 0.02% | 270 |
|
|
2016
Q4 | $230K | Buy |
+12,082
| New | +$230K | 0.02% | 275 |
|