Trek Financial’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
Q3 | – | Sell |
-9,251
| Closed | -$286K | – | 434 |
|
|
2024
Q2 | $286K | Sell |
9,251
-892
| -9% | -$27.6K | 0.02% | 309 |
|
|
2024
Q1 | $312K | Sell |
10,143
-10,555
| -51% | -$324K | 0.02% | 297 |
|
|
2023
Q4 | $609K | Buy |
+20,698
| New | +$609K | 0.05% | 162 |
|
|
2022
Q2 | – | Sell |
-24,032
| Closed | -$622K | – | 253 |
|
|
2022
Q1 | $622K | Sell |
24,032
-214
| -0.9% | -$5.54K | 0.05% | 120 |
|
|
2021
Q4 | $596K | Buy |
24,246
+927
| +4% | +$22.8K | 0.06% | 107 |
|
|
2021
Q3 | $539K | Buy |
+23,319
| New | +$539K | 0.06% | 105 |
|