Jackson Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-145,280
| Closed | -$3.4M | – | 147 |
|
2019
Q4 | $3.4M | Buy |
145,280
+5,243
| +4% | +$123K | 0.56% | 51 |
|
2019
Q3 | $3.22M | Buy |
140,037
+30,787
| +28% | +$708K | 0.67% | 44 |
|
2019
Q2 | $2.53M | Buy |
109,250
+2,563
| +2% | +$59.3K | 0.55% | 52 |
|
2019
Q1 | $2.23M | Buy |
106,687
+4,572
| +4% | +$95.7K | 0.55% | 54 |
|
2018
Q4 | $2.06M | Sell |
102,115
-885
| -0.9% | -$17.9K | 0.62% | 42 |
|
2018
Q3 | $2.31M | Buy |
103,000
+3,808
| +4% | +$85.2K | 0.48% | 49 |
|
2018
Q2 | $2.03M | Buy |
+99,192
| New | +$2.03M | 0.47% | 57 |
|