Congress Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$33.7M	Buy	255,887 +2,754	+1%	+$363K	0.33%	67
2025 Q1	$29.5M	Sell	253,133 -9,024	-3%	-$1.05M	0.35%	64
2024 Q4	$28.8M	Buy	262,157 +151,868	+138%	+$16.7M	0.4%	64
2024 Q3	$10.7M	Buy	110,289 +3,159	+3%	+$307K	0.14%	202
2024 Q2	$10.5M	Buy	+107,130	New	+$10.5M	0.17%	167