Bogart Wealth LLC’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
$8.12M Buy
211,175
+2,278
+1% +$87.6K 0.35% 65
2025
Q1
$8.19M Buy
208,897
+2,378
+1% +$93.3K 0.39% 62
2024
Q4
$7.47M Sell
206,519
-2,118
-1% -$76.7K 0.35% 68
2024
Q3
$7.39M Sell
208,637
-2,724
-1% -$96.5K 0.35% 65
2024
Q2
$6.53M Sell
211,361
-75,578
-26% -$2.34M 0.33% 70
2024
Q1
$8.81M Sell
286,939
-261
-0.1% -$8.02K 0.45% 55
2023
Q4
$8.44M Sell
287,200
-56,153
-16% -$1.65M 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% -$24K 0.56% 37
2023
Q1
$8.74M Buy
349,873
+25,261
+8% +$631K 0.58% 34
2022
Q4
$7.84M Buy
324,612
+16,987
+6% +$410K 0.55% 37
2022
Q3
$6.44M Buy
307,625
+50,078
+19% +$1.05M 0.54% 42
2022
Q2
$5.76M Buy
257,547
+50,710
+25% +$1.13M 0.51% 43
2022
Q1
$5.35M Buy
+206,837
New +$5.35M 0.46% 46