SSG
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Summit Securities Group’s OR Royalties Inc OR Stock Holding History

Summit Securities Group’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,948
Closed -$62.3K – 1330
2025
Q1 		$62.3K Buy
+2,948
New +$56.6K 0.01% 304

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PMAM
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Summit Securities Group's OR Position: Q2 2025 in Review

Summit Securities Group sold out of OR Royalties Inc (OR) in Q2 2025, closing a stake of 2,948 shares — an estimated $62.3K sold.

Summit Securities Group first reported a position in OR in Q1 2025 and held it in 1 quarter. The position peaked at $62.3K in Q1 2025. 189 funds tracked by Wall St. Rank hold OR as of Q2 2025.

  • Summit Securities Group reported no remaining OR Royalties Inc position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 2,948 OR Royalties Inc shares in Q2 2025, an estimated $62.3K.
  • Summit Securities Group first reported a position in OR Royalties Inc in Q1 2025 and held it in 1 quarter.
  • Summit Securities Group's OR Royalties Inc position peaked at $62.3K in Q1 2025.
  • 189 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.