Covestor’s Olo Inc OLO Stock Holding History

Covestor’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	-332	Closed	-$3K	–	2619
2025 Q2	$3K	Sell	332 -10	-3%	-$78	﹤0.01%	1799
2025 Q1	$2K	Sell	342 -268	-44%	-$1.87K	﹤0.01%	1871
2024 Q4	$5K	Buy	610 +406	+199%	+$2.54K	﹤0.01%	1730
2024 Q3	$1K	Buy	204 +54	+36%	+$267	﹤0.01%	2057
2024 Q2	$1K	Buy	150 +74	+97%	+$350	﹤0.01%	2077
2024 Q1	$0	Buy	76 +39	+105%	+$213	﹤0.01%	2590
2023 Q4	$0	Buy	37 +24	+185%	+$132	﹤0.01%	2542
2023 Q3	$0	Sell	13 -2	-13%	-$13	﹤0.01%	2528
2023 Q2	$0	Hold	15	–	–	﹤0.01%	2488
2023 Q1	$0	Hold	15	–	–	﹤0.01%	2410
2022 Q4	$0	Buy	15 +6	+67%	+$45	﹤0.01%	2435
2022 Q3	$0	Buy	+9	New	+$86	﹤0.01%	2404

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

Covestor's OLO Position: Q3 2025 in Review

Covestor sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 332 shares — an estimated $3K sold.

Covestor first reported a position in OLO in Q3 2022 and held it in 12 quarters. The position peaked at $5K in Q4 2024. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Covestor reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Covestor sold 332 Olo Inc shares in Q3 2025, an estimated $3K.
Covestor first reported a position in Olo Inc in Q3 2022 and held it in 12 quarters.
Covestor's Olo Inc position peaked at $5K in Q4 2024.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Covestor's 13F filing for Q3 2025, filed 30 Oct 2025.