BerganKDV Wealth Management’s Old Republic International ORI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.14K | Sell |
85
-102
| -55% | -$2.57K | ﹤0.01% | 681 |
|
|
2023
Q1 | $4.67K | Sell |
187
-199
| -52% | -$4.97K | ﹤0.01% | 701 |
|
|
2022
Q4 | $9.33K | Sell |
386
-11
| -3% | -$266 | ﹤0.01% | 588 |
|
|
2022
Q3 | $8K | Sell |
397
-1
| -0.3% | -$20 | ﹤0.01% | 610 |
|
|
2022
Q2 | $9K | Buy |
398
+1
| +0.3% | +$23 | ﹤0.01% | 610 |
|
|
2022
Q1 | $10K | Hold |
397
| – | – | ﹤0.01% | 615 |
|
|
2021
Q4 | $10K | Buy |
397
+1
| +0.3% | +$25 | ﹤0.01% | 663 |
|
|
2021
Q3 | $9K | Buy |
396
+1
| +0.3% | +$23 | ﹤0.01% | 659 |
|
|
2021
Q2 | $10K | Hold |
395
| – | – | ﹤0.01% | 610 |
|
|
2021
Q1 | $9K | Buy |
395
+1
| +0.3% | +$23 | ﹤0.01% | 594 |
|
|
2020
Q4 | $8K | Sell |
394
-225
| -36% | -$4.57K | ﹤0.01% | 601 |
|
|
2020
Q3 | $9K | Hold |
619
| – | – | ﹤0.01% | 517 |
|
|
2020
Q2 | $10K | Buy |
619
+98
| +19% | +$1.58K | ﹤0.01% | 543 |
|
|
2020
Q1 | $8K | Hold |
521
| – | – | ﹤0.01% | 519 |
|
|
2019
Q4 | $12K | Sell |
521
-604
| -54% | -$13.9K | ﹤0.01% | 511 |
|
|
2019
Q3 | $27K | Hold |
1,125
| – | – | 0.01% | 392 |
|
|
2019
Q2 | $25K | Sell |
1,125
-24
| -2% | -$533 | ﹤0.01% | 400 |
|
|
2019
Q1 | $24K | Sell |
1,149
-1,659
| -59% | -$34.7K | ﹤0.01% | 415 |
|
|
2018
Q4 | $58K | Sell |
2,808
-79,736
| -97% | -$1.65M | 0.01% | 289 |
|
|
2018
Q3 | $1.85M | Buy |
82,544
+1,295
| +2% | +$29K | 0.4% | 50 |
|
|
2018
Q2 | $1.62M | Sell |
81,249
-1,559
| -2% | -$31K | 0.36% | 54 |
|
|
2018
Q1 | $1.78M | Buy |
82,808
+1,533
| +2% | +$32.9K | 0.49% | 37 |
|
|
2017
Q4 | $1.74M | Sell |
81,275
-1,439
| -2% | -$30.8K | 0.41% | 42 |
|
|
2017
Q3 | $1.63M | Sell |
82,714
-2,201
| -3% | -$43.3K | 0.41% | 45 |
|
|
2017
Q2 | $1.66M | Buy |
84,915
+2,852
| +3% | +$55.7K | 0.47% | 33 |
|
|
2017
Q1 | $1.68M | Buy |
82,063
+7,575
| +10% | +$155K | 0.5% | 30 |
|
|
2016
Q4 | $1.42M | Sell |
74,488
-7,023
| -9% | -$133K | 0.47% | 39 |
|
|
2016
Q3 | $1.44M | Buy |
81,511
+2,464
| +3% | +$43.4K | 0.5% | 40 |
|
|
2016
Q2 | $1.53M | Buy |
79,047
+16,017
| +25% | +$309K | 0.65% | 35 |
|
|
2016
Q1 | $1.15M | Buy |
+63,030
| New | +$1.15M | 0.69% | 41 |
|