SMA
Sage Mountain Advisors’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
7,646
+7,127
| +1,373% | +$642K | 0.04% | 192 |
|
|
2025
Q1 | $744K | Buy |
519
+22
| +4% | +$31.5K | 0.05% | 159 |
|
|
2024
Q4 | $589K | Buy |
497
+69
| +16% | +$81.8K | 0.04% | 182 |
|
|
2024
Q3 | $493K | Sell |
428
-1
| -0.2% | -$1.15K | 0.04% | 201 |
|
|
2024
Q2 | $453K | Buy |
429
+6
| +1% | +$6.34K | 0.04% | 185 |
|
|
2024
Q1 | $478K | Buy |
423
+26
| +7% | +$29.4K | 0.05% | 168 |
|
|
2023
Q4 | $377K | Sell |
397
-2
| -0.5% | -$1.9K | 0.04% | 168 |
|
|
2023
Q3 | $363K | Buy |
399
+76
| +24% | +$69.1K | 0.05% | 157 |
|
|
2023
Q2 | $309K | Buy |
323
+47
| +17% | +$44.9K | 0.04% | 175 |
|
|
2023
Q1 | $234K | Buy |
+276
| New | +$234K | 0.04% | 203 |
|