Integrated Wealth Concepts’s Old Dominion Freight Line ODFL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$717K	Buy	+3,669	New	+$684K	0.01%	1314
2025 Q4	–	Sell	-3,479	Closed	-$490K	–	1915
2025 Q3	$490K	Sell	3,479 -3,131	-47%	-$479K	﹤0.01%	1353
2025 Q2	$1.07M	Buy	6,610 +2,082	+46%	+$332K	0.01%	885
2025 Q1	$749K	Sell	4,528 -3	-0.1%	-$545	0.01%	957
2024 Q4	$799K	Buy	4,531 +63	+1%	+$12.8K	0.01%	918
2024 Q3	$887K	Buy	4,468 +101	+2%	+$19.6K	0.01%	856
2024 Q2	$771K	Sell	4,367 -197	-4%	-$37.2K	0.01%	872
2024 Q1	$1M	Buy	4,564 +496	+12%	+$103K	0.01%	746
2023 Q4	$825K	Sell	4,068 -322	-7%	-$63.9K	0.01%	800
2023 Q3	$898K	Sell	4,390 -1,610	-27%	-$326K	0.02%	738
2023 Q2	$1.11M	Buy	6,000 +4,420	+280%	+$716K	0.02%	641
2023 Q1	$269K	Buy	+1,580	New	+$265K	0.01%	1102