United Capital Financial Advisors’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54M | Buy |
83,613
+10,353
| +14% | +$933K | 0.06% | 234 |
|
|
2025
Q1 | $7M | Sell |
73,260
-1,665
| -2% | -$159K | 0.06% | 227 |
|
|
2024
Q4 | $5.92M | Sell |
74,925
-46,410
| -38% | -$3.67M | 0.05% | 238 |
|
|
2024
Q3 | $9.32M | Sell |
121,335
-5,520
| -4% | -$424K | 0.08% | 192 |
|
|
2024
Q2 | $8.93M | Buy |
126,855
+25,125
| +25% | +$1.77M | 0.08% | 192 |
|
|
2024
Q1 | $7.66M | Sell |
101,730
-28,335
| -22% | -$2.13M | 0.06% | 210 |
|
|
2023
Q4 | $8.24M | Sell |
130,065
-166,815
| -56% | -$10.6M | 0.07% | 218 |
|
|
2023
Q3 | $18M | Buy |
296,880
+233,295
| +367% | +$14.1M | 0.12% | 161 |
|
|
2023
Q2 | $4.05M | Buy |
63,585
+26,700
| +72% | +$1.7M | 0.02% | 345 |
|
|
2023
Q1 | $2.09M | Buy |
36,885
+5,640
| +18% | +$319K | 0.01% | 444 |
|
|
2022
Q4 | $1.76M | Buy |
31,245
+525
| +2% | +$29.5K | 0.01% | 503 |
|
|
2022
Q3 | $1.44M | Sell |
30,720
-510
| -2% | -$23.9K | 0.01% | 531 |
|
|
2022
Q2 | $1.32M | Buy |
31,230
+630
| +2% | +$26.5K | 0.01% | 580 |
|
|
2022
Q1 | $1.4M | Buy |
30,600
+660
| +2% | +$30.1K | 0.01% | 596 |
|
|
2021
Q4 | $1.41M | Buy |
29,940
+270
| +0.9% | +$12.7K | 0.01% | 613 |
|
|
2021
Q3 | $1.21M | Sell |
29,670
-375
| -1% | -$15.3K | 0.01% | 621 |
|
|
2021
Q2 | $1.13M | Buy |
30,045
+15
| +0% | +$566 | 0.01% | 659 |
|
|
2021
Q1 | $1.02M | Buy |
30,030
+945
| +3% | +$32K | 0.01% | 662 |
|
|
2020
Q4 | $878K | Buy |
29,085
+90
| +0.3% | +$2.72K | 0.01% | 703 |
|
|
2020
Q3 | $891K | Buy |
28,995
+120
| +0.4% | +$3.69K | 0.01% | 690 |
|
|
2020
Q2 | $812K | Sell |
28,875
-1,290
| -4% | -$36.3K | 0.01% | 717 |
|
|
2020
Q1 | $605K | Sell |
30,165
-12,615
| -29% | -$253K | 0.01% | 756 |
|
|
2019
Q4 | $1.25M | Sell |
42,780
-636,540
| -94% | -$18.6M | 0.01% | 701 |
|
|
2019
Q3 | $18M | Buy |
679,320
+332,610
| +96% | +$8.84M | 0.13% | 196 |
|
|
2019
Q2 | $8.54M | Sell |
346,710
-240,795
| -41% | -$5.93M | 0.06% | 319 |
|
|
2019
Q1 | $15.2M | Buy |
587,505
+22,140
| +4% | +$573K | 0.11% | 212 |
|
|
2018
Q4 | $13M | Buy |
565,365
+75,930
| +16% | +$1.74M | 0.1% | 210 |
|
|
2018
Q3 | $11.3M | Buy |
489,435
+92,565
| +23% | +$2.14M | 0.08% | 269 |
|
|
2018
Q2 | $7.24M | Buy |
396,870
+344,340
| +656% | +$6.28M | 0.05% | 350 |
|
|
2018
Q1 | $866K | Sell |
52,530
-128,880
| -71% | -$2.12M | 0.01% | 810 |
|
|
2017
Q4 | $2.91M | Buy |
181,410
+151,245
| +501% | +$2.43M | 0.02% | 510 |
|
|
2017
Q3 | $433K | Buy |
30,165
+4,380
| +17% | +$62.9K | ﹤0.01% | 1003 |
|
|
2017
Q2 | $376K | Sell |
25,785
-15
| -0.1% | -$219 | ﹤0.01% | 1004 |
|
|
2017
Q1 | $464K | Sell |
25,800
-150
| -0.6% | -$2.7K | ﹤0.01% | 929 |
|
|
2016
Q4 | $482K | Sell |
25,950
-3,465
| -12% | -$64.4K | ﹤0.01% | 945 |
|
|
2016
Q3 | $549K | Sell |
29,415
-375
| -1% | -$7K | 0.01% | 939 |
|
|
2016
Q2 | $538K | Sell |
29,790
-450
| -1% | -$8.13K | 0.01% | 893 |
|
|
2016
Q1 | $558K | Sell |
30,240
-1,440
| -5% | -$26.6K | 0.01% | 849 |
|
|
2015
Q4 | $535K | Sell |
31,680
-3,990
| -11% | -$67.4K | 0.01% | 866 |
|
|
2015
Q3 | $595K | Sell |
35,670
-3,075
| -8% | -$51.3K | 0.01% | 840 |
|
|
2015
Q2 | $584K | Buy |
38,745
+4,650
| +14% | +$70.1K | 0.01% | 861 |
|
|
2015
Q1 | $495K | Sell |
34,095
-4,470
| -12% | -$64.9K | 0.01% | 895 |
|
|
2014
Q4 | $495K | Buy |
38,565
+11,790
| +44% | +$151K | 0.01% | 824 |
|
|
2014
Q3 | $268K | Buy |
+26,775
| New | +$268K | ﹤0.01% | 961 |
|
|
2014
Q2 | – | Sell |
-28,125
| Closed | -$278K | – | 891 |
|
|
2014
Q1 | $278K | Buy |
+28,125
| New | +$278K | 0.01% | 797 |
|
|
2013
Q4 | – | Sell |
-24,885
| Closed | -$212K | – | 727 |
|
|
2013
Q3 | $212K | Buy |
+24,885
| New | +$212K | 0.01% | 626 |
|