Caldwell Trust’s Old Republic International ORI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23.1K Hold
600
2025
Q1
$23.5K Hold
600
2024
Q4
$21.7K Hold
600
2024
Q3
$21.3K Buy
+600
2024
Q1
Sell
-123
2023
Q4
$3.62K Hold
123
2023
Q3
$3.31K Hold
123
2023
Q2
$3.1K Hold
123
2023
Q1
$3.07K Hold
123
2022
Q4
$2.97K Hold
123
2022
Q3
$2.57K Hold
123
2022
Q2
$2.75K Hold
123
2022
Q1
$3.18K Hold
123
2021
Q4
$3.02K Hold
123
2021
Q3
$2.85K Hold
123
2021
Q2
$3.06K Buy
+123