SWA
SFMG Wealth Advisors’s Old Republic International ORI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Hold |
7,793
| – | – | 0.02% | 211 |
|
|
2025
Q1 | $306K | Hold |
7,793
| – | – | 0.02% | 197 |
|
|
2024
Q4 | $282K | Hold |
7,793
| – | – | 0.02% | 206 |
|
|
2024
Q3 | $276K | Sell |
7,793
-1,000
| -11% | -$35.4K | 0.02% | 207 |
|
|
2024
Q2 | $272K | Hold |
8,793
| – | – | 0.02% | 205 |
|
|
2024
Q1 | $270K | Hold |
8,793
| – | – | 0.02% | 208 |
|
|
2023
Q4 | $259K | Hold |
8,793
| – | – | 0.02% | 208 |
|
|
2023
Q3 | $237K | Hold |
8,793
| – | – | 0.02% | 205 |
|
|
2023
Q2 | $221K | Hold |
8,793
| – | – | 0.02% | 214 |
|
|
2023
Q1 | $220K | Hold |
8,793
| – | – | 0.02% | 219 |
|
|
2022
Q4 | $212K | Buy |
+8,793
| New | +$212K | 0.02% | 222 |
|
|
2022
Q2 | – | Sell |
-8,793
| Closed | -$227K | – | 299 |
|
|
2022
Q1 | $227K | Hold |
8,793
| – | – | 0.02% | 246 |
|
|
2021
Q4 | $216K | Hold |
8,793
| – | – | 0.02% | 257 |
|
|
2021
Q3 | $203K | Hold |
8,793
| – | – | 0.02% | 240 |
|
|
2021
Q2 | $219K | Buy |
+8,793
| New | +$219K | 0.02% | 229 |
|
|
2019
Q4 | – | Sell |
-8,793
| Closed | -$207K | – | 175 |
|
|
2019
Q3 | $207K | Hold |
8,793
| – | – | 0.03% | 146 |
|
|
2019
Q2 | $201K | Buy |
+8,793
| New | +$201K | 0.03% | 144 |
|
|
2015
Q2 | – | Sell |
-17,586
| Closed | -$263K | – | 153 |
|
|
2015
Q1 | $263K | Buy |
+17,586
| New | +$263K | 0.02% | 143 |
|