Buckingham Strategic Wealth’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
2024 Q2	$468K	Buy	15,132 +686	+5%	+$21K	﹤0.01%	482
2024 Q1	$444K	Hold	14,446	–	–	﹤0.01%	494
2023 Q4	$425K	Sell	14,446 -300	-2%	-$8.44K	0.01%	480
2023 Q3	$397K	Buy	14,746 +312	+2%	+$8.42K	0.01%	471
2023 Q2	$363K	Buy	14,434 +469	+3%	+$11.7K	0.01%	491
2023 Q1	$337K	Hold	13,965	–	–	0.01%	462
2022 Q4	$337K	Sell	13,965 -317	-2%	-$7.43K	0.01%	464
2022 Q3	$299K	Hold	14,282	–	–	0.01%	471
2022 Q2	$319K	Buy	14,282 +5,166	+57%	+$120K	0.01%	455
2022 Q1	$236K	Buy	9,116 +447	+5%	+$11.5K	﹤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	+$218K	0.01%	550
2020 Q4	–	Sell	-10,583	Closed	-$156K	–	565
2020 Q3	$156K	Hold	10,583	–	–	0.01%	455
2020 Q2	$173K	Buy	+10,583	New	+$167K	0.02%	383