CAPTRUST Financial Advisors’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-150,138
| Closed | -$1.23M | – | 2573 |
|
|
2023
Q1 | $1.23M | Buy |
150,138
+11,549
| +8% | +$94.2K | 0.01% | 932 |
|
|
2022
Q4 | $866K | Buy |
138,589
+21,453
| +18% | +$134K | ﹤0.01% | 1049 |
|
|
2022
Q3 | $925K | Buy |
117,136
+110,219
| +1,593% | +$870K | 0.01% | 951 |
|
|
2022
Q2 | $68K | Sell |
6,917
-3,500
| -34% | -$34.4K | ﹤0.01% | 2510 |
|
|
2022
Q1 | $138K | Buy |
10,417
+6,407
| +160% | +$84.9K | ﹤0.01% | 2014 |
|
|
2021
Q4 | $83K | Hold |
4,010
| – | – | ﹤0.01% | 2307 |
|
|
2021
Q3 | $120K | Hold |
4,010
| – | – | ﹤0.01% | 1925 |
|
|
2021
Q2 | $150K | Buy |
+4,010
| New | +$150K | ﹤0.01% | 1731 |
|