Creative Planning’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 | $461K | Buy |
3,495
+781
| +29% | +$103K | ﹤0.01% | 2529 |
|
|
2025
Q1 | $316K | Buy |
2,714
+689
| +34% | +$80.2K | ﹤0.01% | 2702 |
|
|
2024
Q4 | $222K | Buy |
+2,025
| New | +$222K | ﹤0.01% | 2887 |
|
|
2023
Q4 | – | Sell |
-599
| Closed | -$46.2K | – | 2921 |
|
|
2023
Q3 | $46.2K | Buy |
+599
| New | +$46.2K | ﹤0.01% | 2474 |
|
|
2019
Q2 | – | Sell |
-2,918
| Closed | -$249K | – | 1933 |
|
|
2019
Q1 | $249K | Buy |
+2,918
| New | +$249K | ﹤0.01% | 1435 |
|
|
2017
Q3 | – | Sell |
-1,008
| Closed | -$43K | – | 3044 |
|
|
2017
Q2 | $43K | Sell |
1,008
-845
| -46% | -$36K | ﹤0.01% | 2610 |
|
|
2017
Q1 | $62K | Buy |
1,853
+845
| +84% | +$28.3K | ﹤0.01% | 2299 |
|
|
2016
Q4 | $29K | Buy |
1,008
+8
| +0.8% | +$230 | ﹤0.01% | 2792 |
|
|
2016
Q3 | $26K | Buy |
+1,000
| New | +$26K | ﹤0.01% | 2841 |
|
|
2016
Q2 | – | Sell |
-500
| Closed | -$12K | – | 4288 |
|
|
2016
Q1 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 3085 |
|