TCI Wealth Advisors’s Old Republic International ORI Stock Holding History

TCI Wealth Advisors’s Portfolio ORI Stock Details ORI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,472	Closed	-$36.8K	–	1595
2023 Q1	$36.8K	Buy	1,472 +7	+0.5%	+$176	﹤0.01%	506
2022 Q4	$35.4K	Buy	1,465 +210	+17%	+$4.92K	﹤0.01%	498
2022 Q3	$26K	Buy	1,255 +853	+212%	+$19.2K	﹤0.01%	557
2022 Q2	$9K	Sell	402 -672	-63%	-$15.6K	﹤0.01%	1090
2022 Q1	$28K	Buy	1,074 +660	+159%	+$17K	﹤0.01%	559
2021 Q4	$10K	Sell	414 -25	-6%	-$621	﹤0.01%	1184
2021 Q3	$10K	Buy	439 +5	+1%	+$124	﹤0.01%	1113
2021 Q2	$11K	Hold	434	–	–	﹤0.01%	918
2021 Q1	$9K	Hold	434	–	–	﹤0.01%	930
2020 Q4	$9K	Buy	434 +248	+133%	+$4.36K	﹤0.01%	682
2020 Q3	$3K	Buy	186 +53	+40%	+$847	﹤0.01%	982
2020 Q2	$2K	Sell	133 -180	-58%	-$2.84K	﹤0.01%	1093
2020 Q1	$5K	Buy	313 +191	+157%	+$3.93K	﹤0.01%	723
2019 Q4	$3K	Hold	122	–	–	﹤0.01%	1037
2019 Q3	$3K	Hold	122	–	–	﹤0.01%	973
2019 Q2	$3K	Sell	122 -28	-19%	-$616	﹤0.01%	918
2019 Q1	$3K	Hold	150	–	–	﹤0.01%	928
2018 Q4	$3K	Sell	150 -25	-14%	-$536	﹤0.01%	908
2018 Q3	$4K	Sell	175 -52	-23%	-$1.12K	﹤0.01%	854
2018 Q2	$5K	Buy	227 +77	+51%	+$1.61K	﹤0.01%	786
2018 Q1	$3K	Hold	150	–	–	﹤0.01%	870
2017 Q4	$3K	Hold	150	–	–	﹤0.01%	923
2017 Q3	$3K	Hold	150	–	–	﹤0.01%	863
2017 Q2	$3K	Hold	150	–	–	﹤0.01%	899
2017 Q1	$3K	Hold	150	–	–	﹤0.01%	854
2016 Q4	$3K	Hold	150	–	–	﹤0.01%	925
2016 Q3	$3K	Hold	150	–	–	﹤0.01%	884
2016 Q2	$3K	Hold	150	–	–	﹤0.01%	851
2016 Q1	$3K	Hold	150	–	–	﹤0.01%	856
2015 Q4	$3K	Hold	150	–	–	﹤0.01%	807
2015 Q3	$2K	Hold	150	–	–	﹤0.01%	807
2015 Q2	$2K	Hold	150	–	–	﹤0.01%	814
2015 Q1	$2K	Buy	150 +54	+56%	+$793	﹤0.01%	744
2014 Q4	$1K	Sell	96 -23	-19%	-$336	﹤0.01%	821
2014 Q3	$2K	Hold	119	–	–	﹤0.01%	746
2014 Q2	$2K	Buy	119 +23	+24%	+$384	﹤0.01%	769
2014 Q1	$2K	Hold	96	–	–	﹤0.01%	730
2013 Q4	$2K	Hold	96	–	–	﹤0.01%	723
2013 Q3	$1K	Hold	96	–	–	﹤0.01%	714
2013 Q2	$1K	Buy	+96	New	+$1.27K	﹤0.01%	665