Game Plan Financial Advisors’s Olo Inc OLO Stock Holding History

Game Plan Financial 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	-200	Closed	-$1.78K	–	359
2025 Q2	$1.78K	Sell	200 -1,500	-88%	-$11.6K	﹤0.01%	279
2025 Q1	$10.3K	Hold	1,700	–	–	0.01%	223
2024 Q4	$13K	Hold	1,700	–	–	0.01%	216
2024 Q3	$8.43K	Hold	1,700	–	–	﹤0.01%	243
2024 Q2	$7.51K	Sell	1,700 -300	-15%	-$1.42K	﹤0.01%	250
2024 Q1	$11K	Sell	2,000 -100	-5%	-$546	0.01%	258
2023 Q4	$12K	Buy	+2,100	New	+$11.5K	0.01%	236
2022 Q4	–	Sell	-11,100	Closed	-$88K	–	98
2022 Q3	$88K	Sell	11,100 -1,700	-13%	-$16.3K	0.07%	76
2022 Q2	$126K	Buy	12,800 +700	+6%	+$7.62K	0.1%	80
2022 Q1	$160K	Buy	+12,100	New	+$187K	0.1%	87

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

Game Plan Financial Advisors's OLO Position: Q3 2025 in Review

Game Plan Financial Advisors sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 200 shares — an estimated $1.78K sold.

Game Plan Financial Advisors first reported a position in OLO in Q1 2022 and held it in 10 quarters. The position peaked at $160K in Q1 2022. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Game Plan Financial Advisors reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Game Plan Financial Advisors sold 200 Olo Inc shares in Q3 2025, an estimated $1.78K.
Game Plan Financial Advisors first reported a position in Olo Inc in Q1 2022 and held it in 10 quarters.
Game Plan Financial Advisors's Olo Inc position peaked at $160K in Q1 2022.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Game Plan Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.