Oxford Financial Group’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
Q2 | – | Sell |
-2,715
| Closed | -$204K | – | 329 |
|
2024
Q1 | $204K | Buy |
+2,715
| New | +$204K | 0.01% | 218 |
|
2023
Q3 | – | Sell |
-3,420
| Closed | -$218K | – | 281 |
|
2023
Q2 | $218K | Sell |
3,420
-1,860
| -35% | -$118K | 0.02% | 216 |
|
2023
Q1 | $299K | Buy |
5,280
+390
| +8% | +$22.1K | 0.03% | 150 |
|
2022
Q4 | $275K | Buy |
+4,890
| New | +$275K | 0.03% | 164 |
|