Congress Wealth Management’s Old Republic International ORI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$233K	Buy	+6,052	New	+$233K	﹤0.01%	1116
2023 Q4	–	Sell	-10,900	Closed	-$294K	–	651
2023 Q3	$294K	Buy	+10,900	New	+$294K	0.01%	527