Integrated Wealth Concepts’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 | $3.87M | Buy |
100,782
+12,070
| +14% | +$464K | 0.04% | 401 |
|
|
2025
Q1 | $3.48M | Sell |
88,712
-5,634
| -6% | -$221K | 0.04% | 412 |
|
|
2024
Q4 | $3.41M | Buy |
94,346
+10,623
| +13% | +$384K | 0.04% | 391 |
|
|
2024
Q3 | $2.97M | Buy |
83,723
+315
| +0.4% | +$11.2K | 0.04% | 431 |
|
|
2024
Q2 | $2.58M | Sell |
83,408
-420
| -0.5% | -$13K | 0.04% | 435 |
|
|
2024
Q1 | $2.58M | Buy |
83,828
+25,146
| +43% | +$773K | 0.04% | 432 |
|
|
2023
Q4 | $1.73M | Buy |
58,682
+3,464
| +6% | +$102K | 0.03% | 530 |
|
|
2023
Q3 | $1.49M | Buy |
55,218
+23,870
| +76% | +$643K | 0.03% | 549 |
|
|
2023
Q2 | $789K | Sell |
31,348
-12,347
| -28% | -$311K | 0.01% | 780 |
|
|
2023
Q1 | $1.09M | Buy |
+43,695
| New | +$1.09M | 0.02% | 584 |
|
|
2022
Q3 | – | Sell |
-15,538
| Closed | -$347K | – | 997 |
|
|
2022
Q2 | $347K | Buy |
15,538
+214
| +1% | +$4.78K | 0.01% | 711 |
|
|
2022
Q1 | $396K | Buy |
15,324
+2,151
| +16% | +$55.6K | 0.01% | 644 |
|
|
2021
Q4 | $324K | Buy |
13,173
+2,212
| +20% | +$54.4K | 0.01% | 740 |
|
|
2021
Q3 | $254K | Buy |
+10,961
| New | +$254K | 0.01% | 803 |
|