Envestnet Asset Management’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 | $110K | Buy |
12,326
+944
| +8% | +$8.4K | ﹤0.01% | 4330 |
|
|
2025
Q1 | $68.7K | Buy |
11,382
+1,007
| +10% | +$6.08K | ﹤0.01% | 4277 |
|
|
2024
Q4 | $79.7K | Buy |
+10,375
| New | +$79.7K | ﹤0.01% | 4236 |
|
|
2024
Q3 | – | Sell |
-298,784
| Closed | -$1.32M | – | 4287 |
|
|
2024
Q2 | $1.32M | Sell |
298,784
-15,760
| -5% | -$69.7K | ﹤0.01% | 2846 |
|
|
2024
Q1 | $1.73M | Buy |
+314,544
| New | +$1.73M | ﹤0.01% | 2670 |
|
|
2023
Q3 | – | Sell |
-36,985
| Closed | -$239K | – | 4120 |
|
|
2023
Q2 | $239K | Buy |
36,985
+21,650
| +141% | +$140K | ﹤0.01% | 3607 |
|
|
2023
Q1 | $125K | Sell |
15,335
-4,733
| -24% | -$38.6K | ﹤0.01% | 3759 |
|
|
2022
Q4 | $125K | Sell |
20,068
-24,334
| -55% | -$152K | ﹤0.01% | 3774 |
|
|
2022
Q3 | $351K | Sell |
44,402
-1,415
| -3% | -$11.2K | ﹤0.01% | 3245 |
|
|
2022
Q2 | $452K | Buy |
45,817
+1,871
| +4% | +$18.5K | ﹤0.01% | 3103 |
|
|
2022
Q1 | $582K | Buy |
43,946
+7,888
| +22% | +$104K | ﹤0.01% | 3030 |
|
|
2021
Q4 | $750K | Buy |
36,058
+12,817
| +55% | +$267K | ﹤0.01% | 2817 |
|
|
2021
Q3 | $698K | Buy |
23,241
+15,607
| +204% | +$469K | ﹤0.01% | 2770 |
|
|
2021
Q2 | $285K | Buy |
+7,634
| New | +$285K | ﹤0.01% | 3317 |
|