Optimum Investment Advisors’s Old Republic International ORI Stock Holding History

Optimum Investment Advisors’s Portfolio ORI Stock Details ORI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$269K	Hold	7,000	–	–	0.12%	149
2025 Q1	$275K	Sell	7,000 -2,500	-26%	-$98.1K	0.13%	144
2024 Q4	$344K	Hold	9,500	–	–	0.15%	126
2024 Q3	$336K	Sell	9,500 -1,000	-10%	-$35.4K	0.15%	137
2024 Q2	$324K	Hold	10,500	–	–	0.15%	138
2024 Q1	$323K	Sell	10,500 -1,000	-9%	-$30.7K	0.15%	145
2023 Q4	$338K	Sell	11,500 -2,000	-15%	-$58.8K	0.17%	125
2023 Q3	$364K	Hold	13,500	–	–	0.19%	119
2023 Q2	$340K	Hold	13,500	–	–	0.17%	134
2023 Q1	$337K	Sell	13,500 -800	-6%	-$20K	0.18%	132
2022 Q4	$345K	Hold	14,300	–	–	0.19%	129
2022 Q3	$299K	Hold	14,300	–	–	0.16%	138
2022 Q2	$320K	Hold	14,300	–	–	0.16%	133
2022 Q1	$370K	Hold	14,300	–	–	0.16%	137
2021 Q4	$351K	Hold	14,300	–	–	0.14%	151
2021 Q3	$331K	Sell	14,300 -6,300	-31%	-$146K	0.14%	153
2021 Q2	$513K	Sell	20,600 -500	-2%	-$12.5K	0.16%	141
2021 Q1	$461K	Sell	21,100 -500	-2%	-$10.9K	0.13%	156
2020 Q4	$426K	Sell	21,600 -800	-4%	-$15.8K	0.13%	150
2020 Q3	$330K	Sell	22,400 -7,800	-26%	-$115K	0.11%	161
2020 Q2	$493K	Sell	30,200 -3,200	-10%	-$52.2K	0.17%	136
2020 Q1	$509K	Sell	33,400 -1,950	-6%	-$29.7K	0.21%	121
2019 Q4	$791K	Buy	35,350 +200	+0.6%	+$4.48K	0.23%	109
2019 Q3	$828K	Sell	35,150 -2,200	-6%	-$51.8K	0.26%	101
2019 Q2	$836K	Hold	37,350	–	–	0.27%	91
2019 Q1	$781K	Hold	37,350	–	–	0.26%	98
2018 Q4	$768K	Sell	37,350 -1,200	-3%	-$24.7K	0.26%	97
2018 Q3	$863K	Sell	38,550 -100	-0.3%	-$2.24K	0.24%	108
2018 Q2	$770K	Sell	38,650 -1,500	-4%	-$29.9K	0.22%	116
2018 Q1	$861K	Hold	40,150	–	–	0.25%	104
2017 Q4	$858K	Hold	40,150	–	–	0.27%	108
2017 Q3	$791K	Hold	40,150	–	–	0.26%	112
2017 Q2	$784K	Sell	40,150 -2,100	-5%	-$41K	0.27%	107
2017 Q1	$865K	Sell	42,250 -1,500	-3%	-$30.7K	0.31%	99
2016 Q4	$831K	Hold	43,750	–	–	0.31%	91
2016 Q3	$771K	Sell	43,750 -4,533	-9%	-$79.9K	0.29%	100
2016 Q2	$931K	Buy	48,283 +933	+2%	+$18K	0.36%	82
2016 Q1	$866K	Buy	47,350 +2,800	+6%	+$51.2K	0.34%	86
2015 Q4	$830K	Buy	44,550 +1,200	+3%	+$22.4K	0.32%	93
2015 Q3	$678K	Buy	+43,350	New	+$678K	0.27%	111
2015 Q1	$603K	Sell	40,350 -2,200	-5%	-$32.9K	0.19%	137
2014 Q4	$622K	Sell	42,550 -3,800	-8%	-$55.5K	0.2%	132
2014 Q3	$663K	Sell	46,350 -1,050	-2%	-$15K	0.22%	122
2014 Q2	$784K	Buy	47,400 +1,900	+4%	+$31.4K	0.25%	112
2014 Q1	$746K	Buy	45,500 +200	+0.4%	+$3.28K	0.28%	102
2013 Q4	$782K	Hold	45,300	–	–	0.29%	97
2013 Q3	$698K	Buy	+45,300	New	+$698K	0.29%	98