EP Wealth Advisors’s Old Republic International ORI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
8,827
-6,193
| -41% | -$238K | ﹤0.01% | 947 |
|
|
2025
Q1 | $589K | Buy |
15,020
+203
| +1% | +$7.96K | ﹤0.01% | 647 |
|
|
2024
Q4 | $536K | Buy |
14,817
+1,756
| +13% | +$63.5K | ﹤0.01% | 672 |
|
|
2024
Q3 | $463K | Buy |
13,061
+3,394
| +35% | +$120K | ﹤0.01% | 715 |
|
|
2024
Q2 | $299K | Buy |
9,667
+1,905
| +25% | +$58.9K | ﹤0.01% | 656 |
|
|
2024
Q1 | $238K | Buy |
7,762
+387
| +5% | +$11.9K | ﹤0.01% | 691 |
|
|
2023
Q4 | $217K | Buy |
+7,375
| New | +$217K | ﹤0.01% | 695 |
|