SageView Advisory Group’s Old Republic International ORI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$975K	Buy	21,360 +2,610	+14%	+$113K	0.03%	259
2025 Q3	$796K	Buy	18,750 +135	+0.7%	+$5.21K	0.03%	294
2025 Q2	$669K	Buy	18,615 +65	+0.4%	+$2.45K	0.03%	312
2025 Q1	$728K	Hold	18,550	–	–	0.03%	272
2024 Q4	$671K	Sell	18,550 -5	-0%	-$182	0.03%	289
2024 Q3	$657K	Buy	18,555 +5	+0%	+$169	0.03%	256
2024 Q2	$573K	Buy	+18,550	New	+$568K	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	+$435K	0.04%	254