Summit Financial Group’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
Q1 | $275K | Hold |
3,660
| – | – | 0.1% | 166 |
|
|
2023
Q4 | $232K | Sell |
3,660
-435
| -11% | -$27.6K | 0.09% | 176 |
|
|
2023
Q3 | $248K | Sell |
4,095
-255
| -6% | -$15.5K | 0.1% | 165 |
|
|
2023
Q2 | $277K | Hold |
4,350
| – | – | 0.11% | 159 |
|
|
2023
Q1 | $246K | Hold |
4,350
| – | – | 0.09% | 171 |
|
|
2022
Q4 | $245K | Hold |
4,350
| – | – | 0.1% | 174 |
|
|
2022
Q3 | $204K | Buy |
+4,350
| New | +$204K | 0.08% | 184 |
|
|
2022
Q2 | – | Sell |
-4,710
| Closed | -$215K | – | 202 |
|
|
2022
Q1 | $215K | Sell |
4,710
-225
| -5% | -$10.3K | 0.07% | 199 |
|
|
2021
Q4 | $232K | Hold |
4,935
| – | – | 0.08% | 198 |
|
|
2021
Q3 | $201K | Buy |
+4,935
| New | +$201K | 0.07% | 203 |
|