Creative Planning’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 | $3.53M | Buy |
91,718
+3,984
| +5% | +$153K | ﹤0.01% | 937 |
|
|
2025
Q1 | $3.44M | Buy |
87,734
+19,531
| +29% | +$766K | ﹤0.01% | 868 |
|
|
2024
Q4 | $2.47M | Buy |
68,203
+2,356
| +4% | +$85.3K | ﹤0.01% | 1009 |
|
|
2024
Q3 | $2.33M | Buy |
65,847
+6,726
| +11% | +$238K | ﹤0.01% | 984 |
|
|
2024
Q2 | $1.83M | Sell |
59,121
-430
| -0.7% | -$13.3K | ﹤0.01% | 1033 |
|
|
2024
Q1 | $1.83M | Buy |
59,551
+3,069
| +5% | +$94.3K | ﹤0.01% | 999 |
|
|
2023
Q4 | $1.66M | Buy |
56,482
+17,968
| +47% | +$528K | ﹤0.01% | 986 |
|
|
2023
Q3 | $1.04M | Buy |
38,514
+3,703
| +11% | +$99.8K | ﹤0.01% | 1140 |
|
|
2023
Q2 | $876K | Sell |
34,811
-421
| -1% | -$10.6K | ﹤0.01% | 1199 |
|
|
2023
Q1 | $880K | Buy |
35,232
+2,921
| +9% | +$72.9K | ﹤0.01% | 1140 |
|
|
2022
Q4 | $780K | Buy |
32,311
+5,108
| +19% | +$123K | ﹤0.01% | 1157 |
|
|
2022
Q3 | $569K | Buy |
27,203
+1,528
| +6% | +$32K | ﹤0.01% | 1245 |
|
|
2022
Q2 | $574K | Buy |
25,675
+4,747
| +23% | +$106K | ﹤0.01% | 1237 |
|
|
2022
Q1 | $541K | Buy |
20,928
+2,231
| +12% | +$57.7K | ﹤0.01% | 1281 |
|
|
2021
Q4 | $460K | Buy |
18,697
+220
| +1% | +$5.41K | ﹤0.01% | 1357 |
|
|
2021
Q3 | $427K | Buy |
18,477
+408
| +2% | +$9.43K | ﹤0.01% | 1375 |
|
|
2021
Q2 | $450K | Sell |
18,069
-2,621
| -13% | -$65.3K | ﹤0.01% | 1341 |
|
|
2021
Q1 | $452K | Sell |
20,690
-1,657
| -7% | -$36.2K | ﹤0.01% | 1478 |
|
|
2020
Q4 | $440K | Buy |
22,347
+2,942
| +15% | +$57.9K | ﹤0.01% | 1368 |
|
|
2020
Q3 | $286K | Buy |
19,405
+7,639
| +65% | +$113K | ﹤0.01% | 1424 |
|
|
2020
Q2 | $192K | Sell |
11,766
-636
| -5% | -$10.4K | ﹤0.01% | 1522 |
|
|
2020
Q1 | $189K | Sell |
12,402
-687
| -5% | -$10.5K | ﹤0.01% | 1391 |
|
|
2019
Q4 | $293K | Sell |
13,089
-169
| -1% | -$3.78K | ﹤0.01% | 1405 |
|
|
2019
Q3 | $312K | Sell |
13,258
-618
| -4% | -$14.5K | ﹤0.01% | 1329 |
|
|
2019
Q2 | $311K | Buy |
13,876
+1,010
| +8% | +$22.6K | ﹤0.01% | 1336 |
|
|
2019
Q1 | $269K | Buy |
+12,866
| New | +$269K | ﹤0.01% | 1383 |
|
|
2018
Q4 | – | Sell |
-9,404
| Closed | -$210K | – | 1892 |
|
|
2018
Q3 | $210K | Sell |
9,404
-1,666
| -15% | -$37.2K | ﹤0.01% | 1632 |
|
|
2018
Q2 | $220K | Sell |
11,070
-269
| -2% | -$5.35K | ﹤0.01% | 1566 |
|
|
2018
Q1 | $243K | Sell |
11,339
-875
| -7% | -$18.8K | ﹤0.01% | 1467 |
|
|
2017
Q4 | $261K | Buy |
12,214
+814
| +7% | +$17.4K | ﹤0.01% | 1421 |
|
|
2017
Q3 | $224K | Buy |
11,400
+904
| +9% | +$17.8K | ﹤0.01% | 1504 |
|
|
2017
Q2 | $205K | Sell |
10,496
-7,216
| -41% | -$141K | ﹤0.01% | 1494 |
|
|
2017
Q1 | $363K | Buy |
17,712
+9,571
| +118% | +$196K | ﹤0.01% | 1146 |
|
|
2016
Q4 | $155K | Buy |
8,141
+1,547
| +23% | +$29.5K | ﹤0.01% | 1548 |
|
|
2016
Q3 | $116K | Buy |
6,594
+625
| +10% | +$11K | ﹤0.01% | 1739 |
|
|
2016
Q2 | $115K | Buy |
5,969
+1,564
| +36% | +$30.1K | ﹤0.01% | 1574 |
|
|
2016
Q1 | $81K | Buy |
4,405
+333
| +8% | +$6.12K | ﹤0.01% | 1751 |
|
|
2015
Q4 | $76K | Buy |
4,072
+1,141
| +39% | +$21.3K | ﹤0.01% | 1783 |
|
|
2015
Q3 | $46K | Buy |
+2,931
| New | +$46K | ﹤0.01% | 2091 |
|
|
2015
Q2 | – | Sell |
-3,137
| Closed | -$47K | – | 2299 |
|
|
2015
Q1 | $47K | Sell |
3,137
-7,879
| -72% | -$118K | ﹤0.01% | 2057 |
|
|
2014
Q4 | $161K | Buy |
11,016
+4,275
| +63% | +$62.5K | ﹤0.01% | 1265 |
|
|
2014
Q3 | $96K | Buy |
6,741
+703
| +12% | +$10K | ﹤0.01% | 1493 |
|
|
2014
Q2 | $100K | Buy |
6,038
+4,961
| +461% | +$82.2K | ﹤0.01% | 1416 |
|
|
2014
Q1 | $18K | Buy |
1,077
+181
| +20% | +$3.03K | ﹤0.01% | 2416 |
|
|
2013
Q4 | $15K | Buy |
896
+99
| +12% | +$1.66K | ﹤0.01% | 2357 |
|
|
2013
Q3 | $12K | Buy |
797
+712
| +838% | +$10.7K | ﹤0.01% | 2357 |
|
|
2013
Q2 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 2960 |
|