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Clearstead Advisors’s OR Royalties Inc OR Stock Holding History

Clearstead Advisors’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-54
Closed -$1.14K – 2835
2025
Q1 		$1.14K Hold
54
– – ﹤0.01% 1977
2024
Q4 		$978 Hold
54
– – ﹤0.01% 1924
2024
Q3 		$1K Hold
54
– – ﹤0.01% 1919
2024
Q2 		$842 Hold
54
– – ﹤0.01% 1910
2024
Q1 		$870 Hold
54
– – ﹤0.01% 1419
2023
Q4 		$772 Sell
54
-54
-50% -$708 ﹤0.01% 1429
2023
Q3 		$1.27K Buy
108
+54
+100% +$737 ﹤0.01% 1444
2023
Q2 		$831 Hold
54
– – ﹤0.01% 1268
2023
Q1 		$855 Buy
+54
New +$728 ﹤0.01% 1257

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Clearstead Advisors's OR Position: Q2 2025 in Review

Clearstead Advisors sold out of OR Royalties Inc (OR) in Q2 2025, closing a stake of 54 shares — an estimated $1.14K sold.

Clearstead Advisors first reported a position in OR in Q1 2023 and held it in 9 quarters. The position peaked at $1.27K in Q3 2023. 189 funds tracked by Wall St. Rank hold OR as of Q2 2025.

  • Clearstead Advisors reported no remaining OR Royalties Inc position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 54 OR Royalties Inc shares in Q2 2025, an estimated $1.14K.
  • Clearstead Advisors first reported a position in OR Royalties Inc in Q1 2023 and held it in 9 quarters.
  • Clearstead Advisors's OR Royalties Inc position peaked at $1.27K in Q3 2023.
  • 189 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.