EverSource Wealth Advisors’s Old Republic International ORI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$443K Buy
11,527
+6,845
+146% +$263K 0.02% 504
2025
Q1
$184K Buy
4,682
+693
+17% +$27.2K 0.01% 690
2024
Q4
$144K Buy
3,989
+592
+17% +$21.4K 0.01% 789
2024
Q3
$120K Sell
3,397
-882
-21% -$31.2K 0.01% 734
2024
Q2
$148K Buy
4,279
+217
+5% +$7.51K 0.01% 665
2024
Q1
$121K Buy
4,062
+58
+1% +$1.73K 0.01% 638
2023
Q4
$118K Buy
4,004
+27
+0.7% +$794 0.01% 582
2023
Q3
$107K Hold
3,977
0.01% 550
2023
Q2
$100K Buy
3,977
+1,236
+45% +$31.1K 0.01% 580
2023
Q1
$68.4K Buy
2,741
+118
+4% +$2.95K 0.01% 673
2022
Q4
$63.3K Sell
2,623
-1,533
-37% -$37K 0.01% 656
2022
Q3
$87K Buy
4,156
+1,145
+38% +$24K 0.02% 463
2022
Q2
$67K Buy
+3,011
New +$67K 0.02% 516