STCG
Speece Thorson Capital Group’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
157,917
+147,577
| +1,427% | +$13.3M | 2.9% | 16 |
|
|
2025
Q1 | $14.8M | Sell |
10,340
-2,602
| -20% | -$3.73M | 3.05% | 12 |
|
|
2024
Q4 | $15.3M | Sell |
12,942
-69
| -0.5% | -$81.8K | 3.03% | 13 |
|
|
2024
Q3 | $15M | Sell |
13,011
-41
| -0.3% | -$47.2K | 2.77% | 15 |
|
|
2024
Q2 | $13.8M | Sell |
13,052
-232
| -2% | -$245K | 2.82% | 13 |
|
|
2024
Q1 | $15M | Sell |
13,284
-4,966
| -27% | -$5.61M | 2.9% | 12 |
|
|
2023
Q4 | $17.3M | Buy |
18,250
+77
| +0.4% | +$73.2K | 3.56% | 6 |
|
|
2023
Q3 | $16.5M | Sell |
18,173
-21
| -0.1% | -$19.1K | 3.64% | 6 |
|
|
2023
Q2 | $17.4M | Sell |
18,194
-3,025
| -14% | -$2.89M | 3.56% | 6 |
|
|
2023
Q1 | $18M | Sell |
21,219
-245
| -1% | -$208K | 3.8% | 5 |
|
|
2022
Q4 | $18.1M | Sell |
21,464
-3,137
| -13% | -$2.65M | 3.89% | 4 |
|
|
2022
Q3 | $17.3M | Buy |
24,601
+794
| +3% | +$558K | 3.95% | 5 |
|
|
2022
Q2 | $15M | Buy |
23,807
+4,173
| +21% | +$2.64M | 3.55% | 6 |
|
|
2022
Q1 | $13.4M | Sell |
19,634
-6,152
| -24% | -$4.21M | 2.88% | 13 |
|
|
2021
Q4 | $18.2M | Sell |
25,786
-3,403
| -12% | -$2.4M | 3.48% | 8 |
|
|
2021
Q3 | $17.8M | Sell |
29,189
-3,488
| -11% | -$2.13M | 3.74% | 5 |
|
|
2021
Q2 | $18.5M | Sell |
32,677
-169
| -0.5% | -$95.7K | 3.86% | 7 |
|
|
2021
Q1 | $16.7M | Buy |
32,846
+4,376
| +15% | +$2.22M | 3.51% | 10 |
|
|
2020
Q4 | $12.9M | Sell |
28,470
-435
| -2% | -$197K | 3.06% | 15 |
|
|
2020
Q3 | $13.3M | Sell |
28,905
-3,139
| -10% | -$1.45M | 3.53% | 12 |
|
|
2020
Q2 | $13.5M | Sell |
32,044
-5,659
| -15% | -$2.39M | 3.9% | 5 |
|
|
2020
Q1 | $11.4M | Buy |
37,703
+8,469
| +29% | +$2.55M | 3.91% | 6 |
|
|
2019
Q4 | $12.8M | Sell |
29,234
-229
| -0.8% | -$100K | 3.32% | 13 |
|
|
2019
Q3 | $11.7M | Sell |
29,463
-725
| -2% | -$289K | 3.14% | 12 |
|
|
2019
Q2 | $11.1M | Sell |
30,188
-104
| -0.3% | -$38.4K | 2.97% | 12 |
|
|
2019
Q1 | $11.8M | Sell |
30,292
-5,154
| -15% | -$2M | 3.24% | 11 |
|
|
2018
Q4 | $12.2M | Sell |
35,446
-9,382
| -21% | -$3.23M | 3.66% | 7 |
|
|
2018
Q3 | $15.6M | Sell |
44,828
-6,405
| -13% | -$2.22M | 3.61% | 5 |
|
|
2018
Q2 | $14M | Sell |
51,233
-1,508
| -3% | -$413K | 2.95% | 13 |
|
|
2018
Q1 | $13M | Buy |
52,741
+5,768
| +12% | +$1.43M | 2.77% | 15 |
|
|
2017
Q4 | $11.3M | Buy |
46,973
+23,473
| +100% | +$5.65M | 2.24% | 23 |
|
|
2017
Q3 | $5.06M | Buy |
+23,500
| New | +$5.06M | 1.05% | 38 |
|