Sowell Financial Services’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
2024 Q4	–	Sell	-11,714	Closed	-$415K	–	576
2024 Q3	$415K	Sell	11,714 -1,456	-11%	-$49.3K	0.02%	465
2024 Q2	$407K	Sell	13,170 -1,329	-9%	-$40.7K	0.02%	460
2024 Q1	$445K	Sell	14,499 -934	-6%	-$27.1K	0.02%	468
2023 Q4	$454K	Sell	15,433 -2,170	-12%	-$61K	0.02%	443
2023 Q3	$474K	Sell	17,603 -3,831	-18%	-$103K	0.03%	410
2023 Q2	$539K	Buy	+21,434	New	+$537K	0.03%	442
2023 Q1	–	Sell	-31,714	Closed	-$766K	–	814
2022 Q4	$766K	Buy	+31,714	New	+$744K	0.05%	359
2022 Q1	–	Sell	-25,155	Closed	-$618K	–	401
2021 Q4	$618K	Buy	25,155 +8,395	+50%	+$208K	0.04%	407
2021 Q3	$413K	Sell	16,760 -1,264	-7%	-$31.3K	0.03%	420
2021 Q2	$449K	Sell	18,024 -5,342	-23%	-$134K	0.03%	433
2021 Q1	$606K	Buy	23,366 +15,746	+207%	+$316K	0.02%	574
2020 Q4	$150K	Buy	7,620 +6,123	+409%	+$108K	0.01%	976
2020 Q3	$22K	Buy	1,497 +1,322	+755%	+$21.1K	﹤0.01%	1518
2020 Q2	$3K	Sell	175 -409	-70%	-$6.46K	﹤0.01%	2067
2020 Q1	$9K	Sell	584 -141	-19%	-$2.9K	﹤0.01%	1643
2019 Q4	$16K	Buy	725 +59	+9%	+$1.34K	﹤0.01%	1515
2019 Q3	$16K	Buy	+666	New	+$15.2K	﹤0.01%	1366