Diversified Trust’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 | $297K | Buy |
33,394
+51
| +0.2% | +$454 | 0.01% | 760 |
|
|
2025
Q1 | $201K | Buy |
33,343
+3,793
| +13% | +$22.9K | 0.01% | 850 |
|
|
2024
Q4 | $227K | Hold |
29,550
| – | – | 0.01% | 818 |
|
|
2024
Q3 | $147K | Buy |
29,550
+65
| +0.2% | +$322 | ﹤0.01% | 853 |
|
|
2024
Q2 | $130K | Buy |
29,485
+1,278
| +5% | +$5.65K | ﹤0.01% | 817 |
|
|
2024
Q1 | $155K | Buy |
28,207
+2,285
| +9% | +$12.5K | ﹤0.01% | 771 |
|
|
2023
Q4 | $148K | Hold |
25,922
| – | – | 0.01% | 807 |
|
|
2023
Q3 | $157K | Buy |
25,922
+13,900
| +116% | +$84.2K | 0.01% | 758 |
|
|
2023
Q2 | $77.7K | Hold |
12,022
| – | – | ﹤0.01% | 802 |
|
|
2023
Q1 | $98.1K | Buy |
+12,022
| New | +$98.1K | ﹤0.01% | 786 |
|