Creative Planning’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
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|
2025
Q1 | $198K | Buy |
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|
2024
Q4 | $215K | Sell |
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|
2024
Q3 | $151K | Buy |
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|
2024
Q2 | $117K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $418K | Buy |
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|
2023
Q2 | $426K | Buy |
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|
2023
Q1 | $471K | Buy |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $120K | Sell |
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|
2022
Q2 | $153K | Sell |
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|
2022
Q1 | $1.13M | Buy |
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