EFS
Essex Financial Services’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Buy |
10,413
+9,742
| +1,452% | +$878K | 0.06% | 271 |
|
|
2025
Q1 | $961K | Sell |
671
-13
| -2% | -$18.6K | 0.07% | 237 |
|
|
2024
Q4 | $811K | Sell |
684
-29
| -4% | -$34.4K | 0.06% | 280 |
|
|
2024
Q3 | $860K | Sell |
713
-36
| -5% | -$43.4K | 0.06% | 274 |
|
|
2024
Q2 | $840K | Buy |
749
+70
| +10% | +$78.5K | 0.06% | 271 |
|
|
2024
Q1 | $767K | Buy |
679
+17
| +3% | +$19.2K | 0.07% | 242 |
|
|
2023
Q4 | $629K | Sell |
662
-2
| -0.3% | -$1.9K | 0.07% | 260 |
|
|
2023
Q3 | $604K | Sell |
664
-9
| -1% | -$8.18K | 0.07% | 250 |
|
|
2023
Q2 | $643K | Sell |
673
-32
| -5% | -$30.6K | 0.07% | 243 |
|
|
2023
Q1 | $599K | Sell |
705
-70
| -9% | -$59.5K | 0.06% | 260 |
|
|
2022
Q4 | $654K | Buy |
775
+43
| +6% | +$36.3K | 0.07% | 237 |
|
|
2022
Q3 | $515K | Sell |
732
-49
| -6% | -$34.5K | 0.06% | 246 |
|
|
2022
Q2 | $494K | Buy |
781
+13
| +2% | +$8.22K | 0.06% | 272 |
|
|
2022
Q1 | $526K | Sell |
768
-50
| -6% | -$34.2K | 0.05% | 283 |
|
|
2021
Q4 | $578K | Sell |
818
-66
| -7% | -$46.6K | 0.06% | 261 |
|
|
2021
Q3 | $540K | Hold |
884
| – | – | 0.06% | 259 |
|
|
2021
Q2 | $449K | Hold |
884
| – | – | 0.07% | 251 |
|
|
2021
Q1 | $449K | Hold |
884
| – | – | 0.08% | 206 |
|
|
2020
Q4 | $400K | Sell |
884
-138
| -14% | -$62.4K | 0.08% | 212 |
|
|
2020
Q3 | $471K | Hold |
1,022
| – | – | 0.12% | 169 |
|
|
2020
Q2 | $431K | Hold |
1,022
| – | – | 0.13% | 148 |
|
|
2020
Q1 | $308K | Hold |
1,022
| – | – | 0.11% | 177 |
|
|
2019
Q4 | $448K | Hold |
1,022
| – | – | 0.12% | 161 |
|
|
2019
Q3 | $407K | Hold |
1,022
| – | – | 0.13% | 157 |
|
|
2019
Q2 | $377K | Hold |
1,022
| – | – | 0.11% | 160 |
|
|
2019
Q1 | $397K | Hold |
1,022
| – | – | 0.12% | 151 |
|
|
2018
Q4 | $352K | Hold |
1,022
| – | – | 0.11% | 163 |
|
|
2018
Q3 | $355K | Hold |
1,022
| – | – | 0.08% | 194 |
|
|
2018
Q2 | $280K | Hold |
1,022
| – | – | 0.07% | 220 |
|
|
2018
Q1 | $253K | Sell |
1,022
-79
| -7% | -$19.6K | 0.05% | 292 |
|
|
2017
Q4 | $265K | Hold |
1,101
| – | – | 0.06% | 228 |
|
|
2017
Q3 | $237K | Sell |
1,101
-275
| -20% | -$59.2K | 0.06% | 242 |
|
|
2017
Q2 | $301K | Sell |
1,376
-96
| -7% | -$21K | 0.06% | 269 |
|
|
2017
Q1 | $397K | Hold |
1,472
| – | – | 0.09% | 212 |
|
|
2016
Q4 | $410K | Hold |
1,472
| – | – | 0.09% | 203 |
|
|
2016
Q3 | $412K | Buy |
1,472
+600
| +69% | +$168K | 0.1% | 194 |
|
|
2016
Q2 | $236K | Sell |
872
-150
| -15% | -$40.6K | 0.06% | 262 |
|
|
2016
Q1 | $280K | Hold |
1,022
| – | – | 0.07% | 245 |
|
|
2015
Q4 | $259K | Sell |
1,022
-28
| -3% | -$7.1K | 0.06% | 251 |
|
|
2015
Q3 | $263K | Hold |
1,050
| – | – | 0.07% | 252 |
|
|
2015
Q2 | $237K | Hold |
1,050
| – | – | 0.06% | 277 |
|
|
2015
Q1 | $227K | Hold |
1,050
| – | – | 0.06% | 283 |
|
|
2014
Q4 | $202K | Buy |
+1,050
| New | +$202K | 0.05% | 299 |
|