Caldwell Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $44.6K | Buy |
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|
2025
Q2 | $23.1K | Hold |
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|
2025
Q1 | $23.5K | Hold |
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|
2024
Q4 | $21.7K | Hold |
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|
2024
Q3 | $21.3K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.62K | Hold |
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|
2023
Q3 | $3.31K | Hold |
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|
2023
Q2 | $3.1K | Hold |
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|
2023
Q1 | $3.07K | Hold |
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|
2022
Q4 | $2.97K | Hold |
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|
2022
Q3 | $2.57K | Hold |
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|
2022
Q2 | $2.75K | Hold |
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|
2022
Q1 | $3.18K | Hold |
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|
2021
Q4 | $3.02K | Hold |
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|
2021
Q3 | $2.85K | Hold |
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|
2021
Q2 | $3.06K | Buy |
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