EverSource Wealth Advisors’s Olo Inc OLO Stock Holding History

EverSource Wealth Advisors’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	-213	Closed	-$1.9K	–	4432
2025 Q2	$1.9K	Buy	213 +30	+16%	+$233	﹤0.01%	3525
2025 Q1	$1.1K	Buy	183 +31	+20%	+$216	﹤0.01%	3195
2024 Q4	$1.17K	Buy	+152	New	+$950	﹤0.01%	2913
2023 Q3	–	Sell	-86	Closed	-$556	–	2615
2023 Q2	$556	Hold	86	–	–	﹤0.01%	2331
2023 Q1	$702	Hold	86	–	–	﹤0.01%	2172
2022 Q4	$538	Buy	+86	New	+$649	﹤0.01%	2190

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 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

EverSource Wealth Advisors's OLO Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 213 shares — an estimated $1.9K sold.

EverSource Wealth Advisors first reported a position in OLO in Q4 2022 and held it in 6 quarters. The position peaked at $1.9K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

EverSource Wealth Advisors reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 213 Olo Inc shares in Q3 2025, an estimated $1.9K.
EverSource Wealth Advisors first reported a position in Olo Inc in Q4 2022 and held it in 6 quarters.
EverSource Wealth Advisors's Olo Inc position peaked at $1.9K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.