Bogart Wealth LLC’s Old Republic International ORI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.2M	Buy	205,457 +5,155	+3%	+$212K	0.32%	74
2025 Q4	$9.14M	Sell	200,302 -5,638	-3%	-$245K	0.37%	64
2025 Q3	$8.75M	Sell	205,940 -5,235	-2%	-$202K	0.35%	68
2025 Q2	$8.12M	Buy	211,175 +2,278	+1%	+$85.7K	0.35%	65
2025 Q1	$8.19M	Buy	208,897 +2,378	+1%	+$87.2K	0.39%	62
2024 Q4	$7.47M	Sell	206,519 -2,118	-1%	-$77.3K	0.35%	68
2024 Q3	$7.39M	Sell	208,637 -2,724	-1%	-$92.2K	0.35%	65
2024 Q2	$6.53M	Sell	211,361 -75,578	-26%	-$2.31M	0.33%	70
2024 Q1	$8.81M	Sell	286,939 -261	-0.1%	-$7.59K	0.45%	55
2023 Q4	$8.44M	Sell	287,200 -56,153	-16%	-$1.58M	0.48%	48
2023 Q3	$9.25M	Sell	343,353 -5,567	-2%	-$150K	0.57%	38
2023 Q2	$8.78M	Sell	348,920 -953	-0.3%	-$23.9K	0.56%	37
2023 Q1	$8.74M	Buy	349,873 +25,261	+8%	+$636K	0.58%	34
2022 Q4	$7.84M	Buy	324,612 +16,987	+6%	+$398K	0.55%	37
2022 Q3	$6.44M	Buy	307,625 +50,078	+19%	+$1.13M	0.54%	42
2022 Q2	$5.76M	Buy	257,547 +50,710	+25%	+$1.17M	0.51%	43
2022 Q1	$5.35M	Buy	+206,837	New	+$5.34M	0.46%	46