EverSource Wealth Advisors’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 | $1.9K | Buy |
213
+30
| +16% | +$267 | ﹤0.01% | 3517 |
|
|
2025
Q1 | $1.11K | Buy |
183
+31
| +20% | +$187 | ﹤0.01% | 3193 |
|
|
2024
Q4 | $1.17K | Buy |
+152
| New | +$1.17K | ﹤0.01% | 2913 |
|
|
2023
Q3 | – | Sell |
-86
| Closed | -$556 | – | 2627 |
|
|
2023
Q2 | $556 | Hold |
86
| – | – | ﹤0.01% | 2330 |
|
|
2023
Q1 | $702 | Hold |
86
| – | – | ﹤0.01% | 2171 |
|
|
2022
Q4 | $538 | Buy |
+86
| New | +$538 | ﹤0.01% | 2190 |
|