Gideon Capital Advisors’s Old Republic International ORI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,621
| Closed | -$282K | – | 375 |
|
|
2019
Q2 | $282K | Buy |
+12,621
| New | +$282K | 0.1% | 228 |
|
|
2018
Q3 | – | Sell |
-13,639
| Closed | -$272K | – | 452 |
|
|
2018
Q2 | $272K | Buy |
+13,639
| New | +$272K | 0.14% | 279 |
|
|
2017
Q4 | – | Sell |
-17,192
| Closed | -$339K | – | 374 |
|
|
2017
Q3 | $339K | Sell |
17,192
-957
| -5% | -$18.9K | 0.33% | 105 |
|
|
2017
Q2 | $354K | Sell |
18,149
-3,703
| -17% | -$72.2K | 0.39% | 104 |
|
|
2017
Q1 | $448K | Sell |
21,852
-248
| -1% | -$5.08K | 0.27% | 135 |
|
|
2016
Q4 | $420K | Sell |
22,100
-44,999
| -67% | -$855K | 0.27% | 127 |
|
|
2016
Q3 | $1.18M | Buy |
67,099
+54,378
| +427% | +$958K | 0.71% | 44 |
|
|
2016
Q2 | $245K | Buy |
+12,721
| New | +$245K | 0.14% | 167 |
|
|
2014
Q4 | – | Sell |
-20,385
| Closed | -$291K | – | 282 |
|
|
2014
Q3 | $291K | Buy |
+20,385
| New | +$291K | 0.11% | 211 |
|