SAG
SageView Advisory Group’s Old Republic International ORI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
18,615
+65
| +0.4% | +$2.34K | 0.03% | 312 |
|
|
2025
Q1 | $728K | Hold |
18,550
| – | – | 0.03% | 272 |
|
|
2024
Q4 | $671K | Sell |
18,550
-5
| -0% | -$181 | 0.03% | 289 |
|
|
2024
Q3 | $657K | Buy |
18,555
+5
| +0% | +$177 | 0.03% | 256 |
|
|
2024
Q2 | $573K | Buy |
+18,550
| New | +$573K | 0.03% | 313 |
|
|
2024
Q1 | – | Sell |
-18,550
| Closed | -$524K | – | 727 |
|
|
2023
Q4 | $524K | Hold |
18,550
| – | – | 0.02% | 382 |
|
|
2023
Q3 | $500K | Hold |
18,550
| – | – | 0.03% | 328 |
|
|
2023
Q2 | $467K | Hold |
18,550
| – | – | 0.03% | 365 |
|
|
2023
Q1 | $463K | Hold |
18,550
| – | – | 0.03% | 323 |
|
|
2022
Q4 | $448K | Buy |
+18,550
| New | +$448K | 0.04% | 254 |
|