SOA Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
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% 942
2022
Q2
$0 Sell
15
-15
-50% -$645 ﹤0.01% 968
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 +$906 ﹤0.01% 863

Other funds holding ORLY

SOA Wealth Advisors's ORLY Position: Q2 2024 in Review

SOA Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q2 2024, closing a stake of 15 shares — an estimated $1.13K sold.

SOA Wealth Advisors first reported a position in ORLY in Q4 2020 and held it in 14 quarters. The position peaked at $1.13K in Q1 2024. 1,393 funds tracked by Wall St. Rank hold ORLY as of Q2 2024.

  • SOA Wealth Advisors reported no remaining O'Reilly Automotive position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 15 O'Reilly Automotive shares in Q2 2024, an estimated $1.13K.
  • SOA Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2020 and held it in 14 quarters.
  • SOA Wealth Advisors's O'Reilly Automotive position peaked at $1.13K in Q1 2024.
  • 1,393 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.