Elevated Capital Advisors’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,045
| Closed | -$234K | – | 271 |
|
|
2024
Q3 | $234K | Sell |
3,045
-45
| -1% | -$3.46K | 0.06% | 253 |
|
|
2024
Q2 | $218K | Hold |
3,090
| – | – | 0.06% | 220 |
|
|
2024
Q1 | $233K | Buy |
+3,090
| New | +$233K | 0.07% | 167 |
|
|
2023
Q3 | – | Sell |
-3,225
| Closed | -$205K | – | 179 |
|
|
2023
Q2 | $205K | Buy |
+3,225
| New | +$205K | 0.07% | 177 |
|
|
2022
Q4 | – | Sell |
-27,210
| Closed | -$1.28M | – | 167 |
|
|
2022
Q3 | $1.28M | Buy |
+27,210
| New | +$1.28M | 0.5% | 71 |
|
|
2022
Q1 | $2.1M | Buy |
+46,035
| New | +$2.1M | 0.7% | 40 |
|
|
2021
Q3 | $1.96M | Buy |
+48,015
| New | +$1.96M | 0.68% | 40 |
|
|
2021
Q1 | $1.57M | Buy |
43,995
+5,520
| +14% | +$197K | 0.61% | 51 |
|
|
2020
Q4 | $1.16M | Buy |
38,475
+5,700
| +17% | +$172K | 0.5% | 58 |
|
|
2020
Q3 | $998K | Sell |
32,775
-3,195
| -9% | -$97.3K | 0.47% | 67 |
|
|
2020
Q2 | $1.16M | Buy |
+35,970
| New | +$1.16M | 0.54% | 60 |
|