Veritable’s Old Republic International ORI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-12,486
| Closed | -$314K | – | 570 |
|
2023
Q2 | $314K | Buy |
12,486
+351
| +3% | +$8.84K | ﹤0.01% | 681 |
|
2023
Q1 | $303K | Sell |
12,135
-295
| -2% | -$7.37K | 0.01% | 688 |
|
2022
Q4 | $300K | Buy |
12,430
+1,427
| +13% | +$34.5K | 0.01% | 658 |
|
2022
Q3 | $230K | Buy |
11,003
+180
| +2% | +$3.76K | ﹤0.01% | 711 |
|
2022
Q2 | $242K | Buy |
10,823
+440
| +4% | +$9.84K | ﹤0.01% | 750 |
|
2022
Q1 | $269K | Buy |
10,383
+318
| +3% | +$8.24K | ﹤0.01% | 750 |
|
2021
Q4 | $247K | Buy |
10,065
+63
| +0.6% | +$1.55K | ﹤0.01% | 793 |
|
2021
Q3 | $231K | Buy |
10,002
+36
| +0.4% | +$831 | ﹤0.01% | 783 |
|
2021
Q2 | $248K | Hold |
9,966
| – | – | ﹤0.01% | 745 |
|
2021
Q1 | $218K | Sell |
9,966
-221
| -2% | -$4.83K | ﹤0.01% | 767 |
|
2020
Q4 | $201K | Sell |
10,187
-692
| -6% | -$13.7K | ﹤0.01% | 758 |
|
2020
Q3 | $160K | Buy |
10,879
+110
| +1% | +$1.62K | ﹤0.01% | 703 |
|
2020
Q2 | $176K | Buy |
10,769
+653
| +6% | +$10.7K | ﹤0.01% | 726 |
|
2020
Q1 | $154K | Buy |
10,116
+332
| +3% | +$5.05K | ﹤0.01% | 684 |
|
2019
Q4 | $219K | Buy |
9,784
+125
| +1% | +$2.8K | ﹤0.01% | 763 |
|
2019
Q3 | $228K | Buy |
9,659
+128
| +1% | +$3.02K | ﹤0.01% | 729 |
|
2019
Q2 | $213K | Buy |
+9,531
| New | +$213K | ﹤0.01% | 742 |
|
2019
Q1 | – | Sell |
-9,840
| Closed | -$202K | – | 810 |
|
2018
Q4 | $202K | Sell |
9,840
-125
| -1% | -$2.57K | ﹤0.01% | 725 |
|
2018
Q3 | $223K | Buy |
+9,965
| New | +$223K | ﹤0.01% | 740 |
|
2018
Q2 | – | Sell |
-9,699
| Closed | -$208K | – | 809 |
|
2018
Q1 | $208K | Sell |
9,699
-159
| -2% | -$3.41K | ﹤0.01% | 738 |
|
2017
Q4 | $211K | Buy |
+9,858
| New | +$211K | ﹤0.01% | 745 |
|
2016
Q1 | – | Sell |
-13,268
| Closed | -$247K | – | 732 |
|
2015
Q4 | $247K | Buy |
13,268
+163
| +1% | +$3.03K | 0.01% | 634 |
|
2015
Q3 | $205K | Buy |
13,105
+126
| +1% | +$1.97K | 0.01% | 658 |
|
2015
Q2 | $203K | Sell |
12,979
-8,906
| -41% | -$139K | 0.01% | 693 |
|
2015
Q1 | $327K | Buy |
21,885
+10,759
| +97% | +$161K | 0.01% | 719 |
|
2014
Q4 | $163K | Sell |
11,126
-20,915
| -65% | -$306K | ﹤0.01% | 897 |
|
2014
Q3 | $458K | Sell |
32,041
-2,876
| -8% | -$41.1K | 0.01% | 627 |
|
2014
Q2 | $578K | Buy |
34,917
+390
| +1% | +$6.46K | 0.01% | 552 |
|
2014
Q1 | $566K | Buy |
34,527
+644
| +2% | +$10.6K | 0.01% | 545 |
|
2013
Q4 | $585K | Sell |
33,883
-1,555
| -4% | -$26.8K | 0.01% | 526 |
|
2013
Q3 | $546K | Buy |
+35,438
| New | +$546K | 0.01% | 543 |
|