GeoWealth 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	$91.3K	Sell	2,374 -13	-0.5%	-$500	﹤0.01%	832
2025 Q1	$93.6K	Sell	2,387 -1,161	-33%	-$45.5K	﹤0.01%	798
2024 Q4	$128K	Sell	3,548 -109	-3%	-$3.95K	﹤0.01%	900
2024 Q3	$130K	Buy	+3,657	New	+$130K	﹤0.01%	833