Allen Investment Management’s O'Reilly Automotive ORLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.45M Hold
38,250
0.04% 96
2025
Q1
$3.65M Hold
38,250
0.04% 96
2024
Q4
$3.02M Hold
38,250
0.03% 102
2024
Q3
$2.94M Hold
38,250
0.03% 101
2024
Q2
$2.69M Hold
38,250
0.03% 107
2024
Q1
$2.88M Sell
38,250
-40,605
-51% -$3.06M 0.04% 96
2023
Q4
$4.99M Sell
78,855
-205,710
-72% -$13M 0.07% 88
2023
Q3
$17.2M Sell
284,565
-738,735
-72% -$44.8M 0.25% 46
2023
Q2
$65.2M Sell
1,023,300
-153,015
-13% -$9.75M 0.96% 22
2023
Q1
$66.6M Sell
1,176,315
-3,261,165
-73% -$185M 1.12% 20
2022
Q4
$250M Buy
4,437,480
+63,000
+1% +$3.54M 4.01% 11
2022
Q3
$205M Buy
4,374,480
+57,645
+1% +$2.7M 3.54% 11
2022
Q2
$182M Buy
4,316,835
+42,360
+1% +$1.78M 2.94% 12
2022
Q1
$195M Buy
4,274,475
+370,110
+9% +$16.9M 2.62% 13
2021
Q4
$184M Sell
3,904,365
-132,210
-3% -$6.22M 2.31% 13
2021
Q3
$164M Sell
4,036,575
-26,835
-0.7% -$1.09M 2.25% 15
2021
Q2
$153M Sell
4,063,410
-3,750
-0.1% -$142K 2.07% 16
2021
Q1
$138M Buy
4,067,160
+7,185
+0.2% +$243K 2.11% 16
2020
Q4
$122M Sell
4,059,975
-32,640
-0.8% -$985K 2.08% 16
2020
Q3
$126M Sell
4,092,615
-206,880
-5% -$6.36M 2.34% 16
2020
Q2
$121M Buy
4,299,495
+2,177,655
+103% +$61.2M 2.54% 15
2020
Q1
$42.6M Buy
+2,121,840
New +$42.6M 1.28% 21