Creative Planning’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 | $369K | Buy |
41,492
+8,640
| +26% | +$76.9K | ﹤0.01% | 2714 |
|
|
2025
Q1 | $198K | Buy |
32,852
+4,875
| +17% | +$29.4K | ﹤0.01% | 3067 |
|
|
2024
Q4 | $215K | Sell |
27,977
-2,394
| -8% | -$18.4K | ﹤0.01% | 2917 |
|
|
2024
Q3 | $151K | Buy |
30,371
+3,974
| +15% | +$19.7K | ﹤0.01% | 2932 |
|
|
2024
Q2 | $117K | Buy |
+26,397
| New | +$117K | ﹤0.01% | 2796 |
|
|
2023
Q4 | – | Sell |
-68,975
| Closed | -$418K | – | 2922 |
|
|
2023
Q3 | $418K | Buy |
68,975
+3,095
| +5% | +$18.8K | ﹤0.01% | 1679 |
|
|
2023
Q2 | $426K | Buy |
65,880
+8,113
| +14% | +$52.4K | ﹤0.01% | 1656 |
|
|
2023
Q1 | $471K | Buy |
57,767
+2,970
| +5% | +$24.2K | ﹤0.01% | 1496 |
|
|
2022
Q4 | $342K | Buy |
54,797
+39,668
| +262% | +$248K | ﹤0.01% | 1633 |
|
|
2022
Q3 | $120K | Sell |
15,129
-400
| -3% | -$3.17K | ﹤0.01% | 1986 |
|
|
2022
Q2 | $153K | Sell |
15,529
-69,500
| -82% | -$685K | ﹤0.01% | 1910 |
|
|
2022
Q1 | $1.13M | Buy |
+85,029
| New | +$1.13M | ﹤0.01% | 933 |
|