Carson Wealth (CWM LLC)’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 | $7.4M | Buy |
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|
2025
Q2 | $3.57M | Buy |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $517K | Buy |
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|
2024
Q3 | $188K | Sell |
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|
2024
Q2 | $184K | Buy |
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|
2024
Q1 | $109K | Sell |
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|
2023
Q4 | $442K | Sell |
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|
2023
Q3 | $437K | Buy |
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|
2023
Q2 | $390K | Sell |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $233K | Buy |
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|
2021
Q2 | $57K | Hold |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $57K | Hold |
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|
2020
Q3 | $57K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $57K | Hold |
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|
2019
Q4 | $57K | Hold |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $57K | Hold |
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|
2019
Q1 | $57K | Buy |
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|
2018
Q4 | $10K | Sell |
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|
2018
Q3 | $20K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $7K | Buy |
|