Geneos Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.04K | Buy |
61
+5
| +9% | +$659 | ﹤0.01% | 2402 |
|
|
2025
Q1 | $19.5K | Hold |
56
| – | – | ﹤0.01% | 2318 |
|
|
2024
Q4 | $6.15K | Hold |
56
| – | – | ﹤0.01% | 2255 |
|
|
2024
Q3 | $5.44K | Buy |
+56
| New | +$5.44K | ﹤0.01% | 2052 |
|
|
2020
Q1 | – | Sell |
-105
| Closed | -$6K | – | 2574 |
|
|
2019
Q4 | $6K | Sell |
105
-750
| -88% | -$42.9K | ﹤0.01% | 2149 |
|
|
2019
Q3 | $51K | Sell |
855
-245
| -22% | -$14.6K | ﹤0.01% | 1173 |
|
|
2019
Q2 | $95K | Buy |
+1,100
| New | +$95K | 0.01% | 929 |
|
|
2017
Q3 | – | Sell |
-915
| Closed | -$38K | – | 2137 |
|
|
2017
Q2 | $38K | Buy |
+915
| New | +$38K | ﹤0.01% | 1039 |
|
|
2017
Q1 | – | Sell |
-68
| Closed | -$1K | – | 2113 |
|
|
2016
Q4 | $1K | Hold |
68
| – | – | ﹤0.01% | 1977 |
|
|
2016
Q3 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 1903 |
|