TRUE Private Wealth Advisors’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 |
-7,215
| Closed | -$223K | – | 263 |
|
|
2024
Q2 | $223K | Hold |
7,215
| – | – | 0.03% | 253 |
|
|
2024
Q1 | $222K | Hold |
7,215
| – | – | 0.03% | 264 |
|
|
2023
Q4 | $212K | Buy |
+7,215
| New | +$212K | 0.03% | 270 |
|
|
2021
Q2 | – | Sell |
-15,548
| Closed | -$340K | – | 248 |
|
|
2021
Q1 | $340K | Buy |
15,548
+8,333
| +115% | +$182K | 0.05% | 162 |
|
|
2020
Q4 | $142K | Hold |
7,215
| – | – | 0.02% | 233 |
|
|
2020
Q3 | $106K | Buy |
7,215
+1,200
| +20% | +$17.6K | 0.02% | 240 |
|
|
2020
Q2 | $98K | Hold |
6,015
| – | – | 0.02% | 238 |
|
|
2020
Q1 | $91K | Hold |
6,015
| – | – | 0.02% | 218 |
|
|
2019
Q4 | $134K | Buy |
+6,015
| New | +$134K | 0.02% | 258 |
|
|
2019
Q3 | – | Sell |
-6,015
| Closed | -$134K | – | 569 |
|
|
2019
Q2 | $134K | Buy |
+6,015
| New | +$134K | 0.02% | 232 |
|