B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $345K | Sell |
9,543
-314
| -3% | -$11.4K | 0.01% | 818 |
|
|
2024
Q3 | $349K | Sell |
9,857
-4,724
| -32% | -$167K | 0.01% | 882 |
|
|
2024
Q2 | $451K | Buy |
+14,581
| New | +$451K | 0.01% | 863 |
|
|
2024
Q1 | – | Sell |
-10,575
| Closed | -$311K | – | 1497 |
|
|
2023
Q4 | $311K | Buy |
+10,575
| New | +$311K | 0.01% | 1036 |
|
|
2023
Q3 | – | Sell |
-16,916
| Closed | -$426K | – | 1597 |
|
|
2023
Q2 | $426K | Sell |
16,916
-4,881
| -22% | -$123K | 0.01% | 941 |
|
|
2023
Q1 | $544K | Sell |
21,797
-475
| -2% | -$11.9K | 0.01% | 767 |
|
|
2022
Q4 | $538K | Buy |
22,272
+4,458
| +25% | +$108K | 0.02% | 755 |
|
|
2022
Q3 | $374K | Buy |
17,814
+2,703
| +18% | +$56.7K | 0.01% | 892 |
|
|
2022
Q2 | $339K | Buy |
15,111
+148
| +1% | +$3.32K | 0.01% | 819 |
|
|
2022
Q1 | $388K | Buy |
14,963
+2,355
| +19% | +$61.1K | 0.01% | 899 |
|
|
2021
Q4 | $310K | Buy |
12,608
+391
| +3% | +$9.61K | 0.01% | 1053 |
|
|
2021
Q3 | $283K | Buy |
12,217
+1,717
| +16% | +$39.8K | 0.01% | 1069 |
|
|
2021
Q2 | $262K | Sell |
10,500
-855
| -8% | -$21.3K | 0.01% | 1095 |
|
|
2021
Q1 | $249K | Sell |
11,355
-778
| -6% | -$17.1K | 0.01% | 1090 |
|
|
2020
Q4 | $240K | Sell |
12,133
-967
| -7% | -$19.1K | 0.01% | 865 |
|
|
2020
Q3 | $200K | Buy |
13,100
+1,740
| +15% | +$26.6K | 0.01% | 843 |
|
|
2020
Q2 | $186K | Buy |
11,360
+503
| +5% | +$8.24K | 0.01% | 781 |
|
|
2020
Q1 | $166K | Sell |
10,857
-1,993
| -16% | -$30.5K | 0.01% | 697 |
|
|
2019
Q4 | $288K | Hold |
12,850
| – | – | 0.02% | 614 |
|
|
2019
Q3 | $303K | Buy |
12,850
+3,900
| +44% | +$92K | 0.03% | 592 |
|
|
2019
Q2 | $201K | Buy |
+8,950
| New | +$201K | 0.02% | 717 |
|
|
2018
Q4 | – | Sell |
-9,950
| Closed | -$223K | – | 716 |
|
|
2018
Q3 | $223K | Buy |
+9,950
| New | +$223K | 0.03% | 613 |
|
|
2017
Q3 | – | Sell |
-10,650
| Closed | -$208K | – | 578 |
|
|
2017
Q2 | $208K | Sell |
10,650
-1,060
| -9% | -$20.7K | 0.04% | 469 |
|
|
2017
Q1 | $240K | Buy |
11,710
+710
| +6% | +$14.6K | 0.05% | 414 |
|
|
2016
Q4 | $209K | Sell |
11,000
-17,050
| -61% | -$324K | 0.04% | 451 |
|
|
2016
Q3 | $292K | Sell |
28,050
-1,350
| -5% | -$14.1K | 0.06% | 408 |
|
|
2016
Q2 | $340K | Buy |
29,400
+1,500
| +5% | +$17.3K | 0.07% | 361 |
|
|
2016
Q1 | $304K | Buy |
27,900
+1,118
| +4% | +$12.2K | 0.07% | 350 |
|
|
2015
Q4 | $499K | Buy |
+26,782
| New | +$499K | 0.1% | 247 |
|
|
2015
Q1 | – | Sell |
-953
| Closed | -$14 | – | 1529 |
|
|
2014
Q4 | $14 | Buy |
+953
| New | +$14 | ﹤0.01% | 2705 |
|
|
2014
Q3 | – | Sell |
-5,578
| Closed | -$92.3K | – | 1495 |
|
|
2014
Q2 | $92.3K | Hold |
5,578
| – | – | 0.02% | 759 |
|
|
2014
Q1 | $91K | Buy |
5,578
+653
| +13% | +$10.7K | 0.03% | 639 |
|
|
2013
Q4 | $85K | Hold |
4,925
| – | – | 0.03% | 581 |
|
|
2013
Q3 | $76K | Buy |
+4,925
| New | +$76K | 0.03% | 596 |
|