Avidian Wealth Enterprises’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 | $423K | Buy |
10,996
+374
| +4% | +$14.4K | 0.02% | 372 |
|
2025
Q1 | $417K | Buy |
10,622
+142
| +1% | +$5.57K | 0.02% | 348 |
|
2024
Q4 | $379K | Sell |
10,480
-2,581
| -20% | -$93.4K | 0.02% | 351 |
|
2024
Q3 | $463K | Hold |
13,061
| – | – | 0.02% | 307 |
|
2024
Q2 | $404K | Hold |
13,061
| – | – | 0.02% | 317 |
|
2024
Q1 | $401K | Sell |
13,061
-150
| -1% | -$4.61K | 0.02% | 298 |
|
2023
Q4 | $388K | Hold |
13,211
| – | – | 0.02% | 300 |
|
2023
Q3 | $356K | Hold |
13,211
| – | – | 0.03% | 305 |
|
2023
Q2 | $333K | Buy |
13,211
+4,976
| +60% | +$125K | 0.02% | 324 |
|
2023
Q1 | $206K | Buy |
+8,235
| New | +$206K | 0.01% | 446 |
|
2022
Q3 | – | Sell |
-9,019
| Closed | -$202K | – | 451 |
|
2022
Q2 | $202K | Sell |
9,019
-1,414
| -14% | -$31.7K | 0.01% | 420 |
|
2022
Q1 | $270K | Buy |
10,433
+1
| +0% | +$26 | 0.02% | 403 |
|
2021
Q4 | $256K | Buy |
+10,432
| New | +$256K | 0.02% | 434 |
|
2016
Q3 | – | Sell |
-19,967
| Closed | -$385 | – | 91 |
|
2016
Q2 | $385 | Buy |
+19,967
| New | +$385 | 0.14% | 36 |
|