Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
9,723
+2,088
| +27% | +$80.3K | ﹤0.01% | 894 |
|
|
2025
Q1 | $299K | Buy |
7,635
+248
| +3% | +$9.73K | ﹤0.01% | 923 |
|
|
2024
Q4 | $267K | Buy |
+7,387
| New | +$267K | ﹤0.01% | 853 |
|
|
2014
Q4 | – | Sell |
-413
| Closed | -$6K | – | 600 |
|
|
2014
Q3 | $6K | Hold |
413
| – | – | ﹤0.01% | 592 |
|
|
2014
Q2 | $7K | Hold |
413
| – | – | ﹤0.01% | 526 |
|
|
2014
Q1 | $7K | Buy |
413
+75
| +22% | +$1.27K | ﹤0.01% | 491 |
|
|
2013
Q4 | $6K | Buy |
+338
| New | +$6K | ﹤0.01% | 641 |
|