Charles Schwab’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 | $8.56M | Buy |
961,700
+60,323
| +7% | +$537K | ﹤0.01% | 2096 |
|
|
2025
Q1 | $5.44M | Sell |
901,377
-135,031
| -13% | -$816K | ﹤0.01% | 2234 |
|
|
2024
Q4 | $7.96M | Buy |
1,036,408
+18,474
| +2% | +$142K | ﹤0.01% | 2117 |
|
|
2024
Q3 | $5.05M | Buy |
1,017,934
+127,569
| +14% | +$633K | ﹤0.01% | 2376 |
|
|
2024
Q2 | $3.94M | Buy |
890,365
+33,038
| +4% | +$146K | ﹤0.01% | 2446 |
|
|
2024
Q1 | $4.71M | Buy |
857,327
+12,856
| +2% | +$70.6K | ﹤0.01% | 2307 |
|
|
2023
Q4 | $4.83M | Buy |
844,471
+23,067
| +3% | +$132K | ﹤0.01% | 2324 |
|
|
2023
Q3 | $4.98M | Buy |
821,404
+538,231
| +190% | +$3.26M | ﹤0.01% | 2266 |
|
|
2023
Q2 | $1.83M | Buy |
283,173
+33,245
| +13% | +$215K | ﹤0.01% | 2577 |
|
|
2023
Q1 | $2.04M | Buy |
249,928
+3,955
| +2% | +$32.3K | ﹤0.01% | 2521 |
|
|
2022
Q4 | $1.54M | Buy |
245,973
+2,737
| +1% | +$17.1K | ﹤0.01% | 2639 |
|
|
2022
Q3 | $1.92M | Buy |
243,236
+6,141
| +3% | +$48.5K | ﹤0.01% | 2592 |
|
|
2022
Q2 | $2.34M | Buy |
237,095
+215,124
| +979% | +$2.12M | ﹤0.01% | 2522 |
|
|
2022
Q1 | $292K | Hold |
21,971
| – | – | ﹤0.01% | 3218 |
|
|
2021
Q4 | $458K | Buy |
21,971
+11,302
| +106% | +$236K | ﹤0.01% | 3175 |
|
|
2021
Q3 | $321K | Buy |
10,669
+2,797
| +36% | +$84.2K | ﹤0.01% | 3251 |
|
|
2021
Q2 | $295K | Buy |
+7,872
| New | +$295K | ﹤0.01% | 3243 |
|