Corient Private Wealth’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 | $91.9K | Buy |
+10,324
| New | +$91.9K | ﹤0.01% | 2433 |
|
|
2025
Q1 | – | Sell |
-10,349
| Closed | -$1.3K | – | 2390 |
|
|
2024
Q4 | $1.3K | Sell |
10,349
-11,044
| -52% | -$1.39K | ﹤0.01% | 2333 |
|
|
2024
Q3 | $106K | Buy |
21,393
+11,044
| +107% | +$54.8K | ﹤0.01% | 2289 |
|
|
2024
Q2 | $45.7K | Hold |
10,349
| – | – | ﹤0.01% | 2260 |
|
|
2024
Q1 | $56.8K | Hold |
10,349
| – | – | ﹤0.01% | 2214 |
|
|
2023
Q4 | $59.2K | Sell |
10,349
-6,290
| -38% | -$36K | ﹤0.01% | 2187 |
|
|
2023
Q3 | $101K | Hold |
16,639
| – | – | ﹤0.01% | 2017 |
|
|
2023
Q2 | $107K | Sell |
16,639
-180
| -1% | -$1.16K | ﹤0.01% | 1951 |
|
|
2023
Q1 | $137K | Buy |
16,819
+6,244
| +59% | +$51K | ﹤0.01% | 1834 |
|
|
2022
Q4 | $66.1K | Buy |
+10,575
| New | +$66.1K | ﹤0.01% | 1601 |
|