Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,346
| Closed | -$51K | – | 1309 |
|
|
2021
Q1 | $51K | Buy |
2,346
+74
| +3% | +$1.61K | ﹤0.01% | 829 |
|
|
2020
Q4 | $45K | Buy |
2,272
+1,012
| +80% | +$20K | ﹤0.01% | 796 |
|
|
2020
Q3 | $19K | Sell |
1,260
-984
| -44% | -$14.8K | ﹤0.01% | 895 |
|
|
2020
Q2 | $37K | Sell |
2,244
-986
| -31% | -$16.3K | ﹤0.01% | 794 |
|
|
2020
Q1 | $55K | Buy |
3,230
+14
| +0.4% | +$238 | 0.01% | 560 |
|
|
2019
Q4 | $72K | Buy |
3,216
+9
| +0.3% | +$201 | 0.01% | 525 |
|
|
2019
Q3 | $76K | Buy |
3,207
+54
| +2% | +$1.28K | 0.01% | 492 |
|
|
2019
Q2 | $71K | Buy |
3,153
+9
| +0.3% | +$203 | 0.01% | 505 |
|
|
2019
Q1 | $66K | Sell |
3,144
-990
| -24% | -$20.8K | 0.01% | 502 |
|
|
2018
Q4 | $85K | Buy |
4,134
+9
| +0.2% | +$185 | 0.01% | 407 |
|
|
2018
Q3 | $91K | Hold |
4,125
| – | – | 0.01% | 416 |
|
|
2018
Q2 | $88K | Sell |
4,125
-1,000
| -20% | -$21.3K | 0.01% | 421 |
|
|
2018
Q1 | $110K | Sell |
5,125
-1,000
| -16% | -$21.5K | 0.02% | 350 |
|
|
2017
Q4 | $131K | Buy |
6,125
+125
| +2% | +$2.67K | 0.02% | 296 |
|
|
2017
Q3 | $118K | Buy |
+6,000
| New | +$118K | 0.03% | 268 |
|