Cerity Partners’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
27,912
+1,626
| +6% | +$14.5K | ﹤0.01% | 2246 |
|
|
2025
Q1 | $159K | Buy |
26,286
+602
| +2% | +$3.64K | ﹤0.01% | 2253 |
|
|
2024
Q4 | $196K | Buy |
25,684
+953
| +4% | +$7.28K | ﹤0.01% | 2243 |
|
|
2024
Q3 | $123K | Buy |
24,731
+456
| +2% | +$2.26K | ﹤0.01% | 2408 |
|
|
2024
Q2 | $107K | Buy |
24,275
+4,171
| +21% | +$18.4K | ﹤0.01% | 2100 |
|
|
2024
Q1 | $110K | Buy |
20,104
+1,054
| +6% | +$5.79K | ﹤0.01% | 2198 |
|
|
2023
Q4 | $109K | Hold |
19,050
| – | – | ﹤0.01% | 1774 |
|
|
2023
Q3 | $115K | Buy |
+19,050
| New | +$115K | ﹤0.01% | 1317 |
|
|
2022
Q1 | – | Sell |
-33,222
| Closed | -$691K | – | 1059 |
|
|
2021
Q4 | $691K | Buy |
+33,222
| New | +$691K | 0.01% | 510 |
|