Buckingham Strategic Wealth’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
Q2 | $468K | Buy |
15,132
+686
| +5% | +$21.2K | ﹤0.01% | 482 |
|
|
2024
Q1 | $444K | Hold |
14,446
| – | – | ﹤0.01% | 494 |
|
|
2023
Q4 | $425K | Sell |
14,446
-300
| -2% | -$8.82K | 0.01% | 480 |
|
|
2023
Q3 | $397K | Buy |
14,746
+312
| +2% | +$8.41K | 0.01% | 471 |
|
|
2023
Q2 | $363K | Buy |
14,434
+469
| +3% | +$11.8K | 0.01% | 491 |
|
|
2023
Q1 | $337K | Hold |
13,965
| – | – | 0.01% | 462 |
|
|
2022
Q4 | $337K | Sell |
13,965
-317
| -2% | -$7.66K | 0.01% | 464 |
|
|
2022
Q3 | $299K | Hold |
14,282
| – | – | 0.01% | 471 |
|
|
2022
Q2 | $319K | Buy |
14,282
+5,166
| +57% | +$115K | 0.01% | 455 |
|
|
2022
Q1 | $236K | Buy |
9,116
+447
| +5% | +$11.6K | ﹤0.01% | 530 |
|
|
2021
Q4 | $213K | Hold |
8,669
| – | – | ﹤0.01% | 552 |
|
|
2021
Q3 | $201K | Hold |
8,669
| – | – | ﹤0.01% | 568 |
|
|
2021
Q2 | $216K | Buy |
+8,669
| New | +$216K | 0.01% | 549 |
|
|
2020
Q4 | – | Sell |
-10,583
| Closed | -$156K | – | 565 |
|
|
2020
Q3 | $156K | Hold |
10,583
| – | – | 0.01% | 455 |
|
|
2020
Q2 | $173K | Buy |
+10,583
| New | +$173K | 0.02% | 383 |
|