Delta Asset Management’s Olo Inc OLO Stock Holding History

Delta Asset Management’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	-3,000	Closed	-$26.7K	–	620
2025 Q2	$26.7K	Hold	3,000	–	–	﹤0.01%	333
2025 Q1	$18.1K	Hold	3,000	–	–	﹤0.01%	373
2024 Q4	$23K	Hold	3,000	–	–	﹤0.01%	349
2024 Q3	$14.9K	Hold	3,000	–	–	﹤0.01%	399
2024 Q2	$13.3K	Buy	+3,000	New	+$14.2K	﹤0.01%	402

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 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

Delta Asset Management's OLO Position: Q3 2025 in Review

Delta Asset Management sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 3,000 shares — an estimated $26.7K sold.

Delta Asset Management first reported a position in OLO in Q2 2024 and held it in 5 quarters. The position peaked at $26.7K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Delta Asset Management reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Delta Asset Management sold 3,000 Olo Inc shares in Q3 2025, an estimated $26.7K.
Delta Asset Management first reported a position in Olo Inc in Q2 2024 and held it in 5 quarters.
Delta Asset Management's Olo Inc position peaked at $26.7K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Delta Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.