Institutional & Family Asset Management’s Old Republic International ORI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$114K	Hold	3,686	–	–	0.02%	182
2024 Q1	$113K	Sell	3,686 -233	-6%	-$6.77K	0.02%	176
2023 Q4	$115K	Hold	3,919	–	–	0.02%	176
2023 Q3	$106K	Hold	3,919	–	–	0.02%	171
2023 Q2	$98.6K	Sell	3,919 -103	-3%	-$2.58K	0.02%	184
2023 Q1	$100K	Buy	4,022 +1,105	+38%	+$27.8K	0.02%	177
2022 Q4	$70.4K	Sell	2,917 -408	-12%	-$9.57K	0.01%	197
2022 Q3	$70K	Buy	3,325 +1	+0%	+$23	0.01%	197
2022 Q2	$74K	Hold	3,324	–	–	0.01%	193
2022 Q1	$86K	Hold	3,324	–	–	0.01%	209
2021 Q4	$82K	Buy	3,324 +2	+0.1%	+$50	0.01%	222
2021 Q3	$77K	Buy	3,322 +7	+0.2%	+$173	0.01%	268
2021 Q2	$83K	Buy	3,315 +20	+0.6%	+$502	0.01%	268
2021 Q1	$72K	Buy	3,295 +106	+3%	+$2.12K	0.01%	306
2020 Q4	$63K	Buy	3,189 +292	+10%	+$5.13K	0.01%	299
2020 Q3	$43K	Sell	2,897 -208	-7%	-$3.33K	0.01%	303
2020 Q2	$51K	Hold	3,105	–	–	0.01%	305
2020 Q1	$47K	Buy	3,105 +1,275	+70%	+$26.2K	0.01%	283
2019 Q4	$41K	Sell	1,830 -85	-4%	-$1.94K	0.01%	332
2019 Q3	$45K	Sell	1,915 -319	-14%	-$7.28K	0.01%	303
2019 Q2	$50K	Buy	2,234 +278	+14%	+$6.12K	0.01%	312
2019 Q1	$41K	Sell	1,956 -1,022	-34%	-$21.2K	0.01%	348
2018 Q4	$61K	Sell	2,978 -94	-3%	-$2.01K	0.01%	293
2018 Q3	$69K	Sell	3,072 -439	-13%	-$9.47K	0.01%	322
2018 Q2	$70K	Sell	3,511 -142	-4%	-$2.97K	0.01%	319
2018 Q1	$78K	Buy	+3,653	New	+$75.8K	0.02%	282