Sowell Financial Services’s Old Republic International ORI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,714
| Closed | -$415K | – | 576 |
|
|
2024
Q3 | $415K | Sell |
11,714
-1,456
| -11% | -$51.6K | 0.02% | 465 |
|
|
2024
Q2 | $407K | Sell |
13,170
-1,329
| -9% | -$41.1K | 0.02% | 460 |
|
|
2024
Q1 | $445K | Sell |
14,499
-934
| -6% | -$28.7K | 0.02% | 468 |
|
|
2023
Q4 | $454K | Sell |
15,433
-2,170
| -12% | -$63.8K | 0.02% | 443 |
|
|
2023
Q3 | $474K | Sell |
17,603
-3,831
| -18% | -$103K | 0.03% | 410 |
|
|
2023
Q2 | $539K | Buy |
+21,434
| New | +$539K | 0.03% | 442 |
|
|
2023
Q1 | – | Sell |
-31,714
| Closed | -$766K | – | 814 |
|
|
2022
Q4 | $766K | Buy |
+31,714
| New | +$766K | 0.05% | 359 |
|
|
2022
Q1 | – | Sell |
-25,155
| Closed | -$618K | – | 401 |
|
|
2021
Q4 | $618K | Buy |
25,155
+8,395
| +50% | +$206K | 0.04% | 407 |
|
|
2021
Q3 | $413K | Sell |
16,760
-1,264
| -7% | -$31.1K | 0.03% | 420 |
|
|
2021
Q2 | $449K | Sell |
18,024
-5,342
| -23% | -$133K | 0.03% | 433 |
|
|
2021
Q1 | $606K | Buy |
23,366
+15,746
| +207% | +$408K | 0.02% | 574 |
|
|
2020
Q4 | $150K | Buy |
7,620
+6,123
| +409% | +$121K | 0.01% | 976 |
|
|
2020
Q3 | $22K | Buy |
1,497
+1,322
| +755% | +$19.4K | ﹤0.01% | 1518 |
|
|
2020
Q2 | $3K | Sell |
175
-409
| -70% | -$7.01K | ﹤0.01% | 2067 |
|
|
2020
Q1 | $9K | Sell |
584
-141
| -19% | -$2.17K | ﹤0.01% | 1643 |
|
|
2019
Q4 | $16K | Buy |
725
+59
| +9% | +$1.3K | ﹤0.01% | 1515 |
|
|
2019
Q3 | $16K | Buy |
+666
| New | +$16K | ﹤0.01% | 1366 |
|