Avantax Advisory Services’s Ollie's Bargain Outlet OLLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.87M Buy
14,180
+326
+2% +$37.3K 0.01% 836
2025
Q1
$1.61M Buy
13,854
+208
+2% +$22K 0.01% 853
2024
Q4
$1.5M Buy
13,646
+1,634
+14% +$163K 0.01% 861
2024
Q3
$1.17M Sell
12,012
-104
-0.9% -$10K 0.01% 943
2024
Q2
$1.19M Buy
+12,116
New +$964K 0.01% 892

Other funds holding OLLI

Avantax Advisory Services's OLLI Position: Q2 2025 in Review

Avantax Advisory Services increased its Ollie's Bargain Outlet (OLLI) stake by 2.4% in Q2 2025, buying an estimated $37.3K and bringing the position to 14,180 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #836.

Avantax Advisory Services first reported a position in OLLI in Q2 2024 and has held it in 5 quarters since. 465 funds tracked by Wall St. Rank hold OLLI as of Q2 2025.

  • Avantax Advisory Services held 14,180 shares of Ollie's Bargain Outlet worth $1.87M as of Q2 2025.
  • Avantax Advisory Services bought 326 Ollie's Bargain Outlet shares in Q2 2025, an estimated $37.3K.
  • Ollie's Bargain Outlet made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #836 holding.
  • Avantax Advisory Services first reported a position in Ollie's Bargain Outlet in Q2 2024 and has held it in 5 quarters since.
  • 465 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.