Wealthspire Advisors (New York)’s Old Republic International ORI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,335
| Closed | -$303K | – | 520 |
|
|
2021
Q4 | $303K | Buy |
12,335
+233
| +2% | +$5.72K | 0.01% | 418 |
|
|
2021
Q3 | $280K | Buy |
+12,102
| New | +$280K | 0.01% | 473 |
|
|
2021
Q2 | – | Sell |
-28,349
| Closed | -$619K | – | 575 |
|
|
2021
Q1 | $619K | Buy |
28,349
+3,589
| +14% | +$78.4K | 0.01% | 342 |
|
|
2020
Q4 | $488K | Buy |
24,760
+7,057
| +40% | +$139K | 0.01% | 316 |
|
|
2020
Q3 | $261K | Buy |
17,703
+3
| +0% | +$44 | 0.02% | 248 |
|
|
2020
Q2 | $289K | Buy |
17,700
+2,990
| +20% | +$48.8K | 0.02% | 211 |
|
|
2020
Q1 | $224K | Buy |
14,710
+2,327
| +19% | +$35.4K | 0.01% | 453 |
|
|
2019
Q4 | $277K | Sell |
12,383
-1,253
| -9% | -$28K | 0.02% | 158 |
|
|
2019
Q3 | $321K | Buy |
13,636
+2,065
| +18% | +$48.6K | 0.03% | 109 |
|
|
2019
Q2 | $259K | Buy |
+11,571
| New | +$259K | 0.02% | 80 |
|
|
2019
Q1 | – | Sell |
-775
| Closed | -$16K | – | 576 |
|
|
2018
Q4 | $16K | Buy |
+775
| New | +$16K | ﹤0.01% | 393 |
|