SWA
SOA Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-15
| Closed | -$1.13K | – | 899 |
|
2024
Q1 | $1.13K | Hold |
15
| – | – | ﹤0.01% | 755 |
|
2023
Q4 | $950 | Hold |
15
| – | – | ﹤0.01% | 759 |
|
2023
Q3 | $909 | Hold |
15
| – | – | ﹤0.01% | 783 |
|
2023
Q2 | $955 | Hold |
15
| – | – | ﹤0.01% | 785 |
|
2023
Q1 | $849 | Hold |
15
| – | – | ﹤0.01% | 804 |
|
2022
Q4 | $844 | Hold |
15
| – | – | ﹤0.01% | 809 |
|
2022
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 944 |
|
2022
Q2 | $0 | Sell |
15
-15
| -50% | – | ﹤0.01% | 970 |
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 863 |
|
2021
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 835 |
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 857 |
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 838 |
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 782 |
|
2020
Q4 | $0 | Buy |
+30
| New | – | ﹤0.01% | 864 |
|