Clearstead Advisors’s Olo Inc OLO Stock Holding History

Clearstead Advisors’s Portfolio OLO Stock Details OLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-231	Closed	-$2.06K	–	3197
2025 Q2	$2.06K	Buy	+231	New	+$1.79K	﹤0.01%	2316
2024 Q2	–	Sell	-10	Closed	-$47	–	2055
2024 Q1	$47	Buy	+10	New	+$55	﹤0.01%	1522

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Clearstead Advisors's OLO Position: Q3 2025 in Review

Clearstead Advisors sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 231 shares — an estimated $2.06K sold.

Clearstead Advisors first reported a position in OLO in Q1 2024 and held it in 2 quarters. The position peaked at $2.06K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Clearstead Advisors reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 231 Olo Inc shares in Q3 2025, an estimated $2.06K.
Clearstead Advisors first reported a position in Olo Inc in Q1 2024 and held it in 2 quarters.
Clearstead Advisors's Olo Inc position peaked at $2.06K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.