Sugarloaf Wealth Management’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
Q4 | $238K | Hold |
3,015
| – | – | 0.05% | 145 |
|
|
2024
Q3 | $231K | Hold |
3,015
| – | – | 0.04% | 143 |
|
|
2024
Q2 | $212K | Hold |
3,015
| – | – | 0.04% | 136 |
|
|
2024
Q1 | $227K | Sell |
3,015
-75
| -2% | -$5.64K | 0.05% | 133 |
|
|
2023
Q4 | $196K | Hold |
3,090
| – | – | 0.05% | 136 |
|
|
2023
Q3 | $187K | Hold |
3,090
| – | – | 0.05% | 134 |
|
|
2023
Q2 | $197K | Hold |
3,090
| – | – | 0.05% | 139 |
|
|
2023
Q1 | $175K | Hold |
3,090
| – | – | 0.04% | 141 |
|
|
2022
Q4 | $174K | Hold |
3,090
| – | – | 0.04% | 140 |
|
|
2022
Q3 | $145K | Hold |
3,090
| – | – | 0.04% | 154 |
|
|
2022
Q2 | $130K | Hold |
3,090
| – | – | 0.03% | 161 |
|
|
2022
Q1 | $141K | Sell |
3,090
-240
| -7% | -$11K | 0.03% | 155 |
|
|
2021
Q4 | $157K | Sell |
3,330
-30
| -0.9% | -$1.41K | 0.04% | 151 |
|
|
2021
Q3 | $137K | Buy |
3,360
+270
| +9% | +$11K | 0.04% | 157 |
|
|
2021
Q2 | $117K | Hold |
3,090
| – | – | 0.03% | 168 |
|
|
2021
Q1 | $104 | Hold |
3,090
| – | – | 0.03% | 180 |
|
|
2020
Q4 | $93K | Hold |
3,090
| – | – | 0.03% | 185 |
|
|
2020
Q3 | $95K | Hold |
3,090
| – | – | 0.03% | 164 |
|
|
2020
Q2 | $87K | Hold |
3,090
| – | – | 0.03% | 175 |
|
|
2020
Q1 | $62K | Hold |
3,090
| – | – | 0.03% | 199 |
|
|
2019
Q4 | $90K | Buy |
+3,090
| New | +$90K | 0.04% | 188 |
|