Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $266K | Sell |
2,707
-365
| -12% | -$35.8K | 0.15% | 130 |
|
|
2024
Q1 | $244K | Sell |
3,072
-54
| -2% | -$4.3K | 0.12% | 146 |
|
|
2023
Q4 | $237K | Buy |
+3,126
| New | +$237K | 0.13% | 146 |
|
|
2022
Q4 | $471K | Buy |
10,054
+4,334
| +76% | +$203K | 0.07% | 224 |
|
|
2022
Q3 | $295K | Sell |
5,720
-45
| -0.8% | -$2.32K | 0.09% | 155 |
|
|
2022
Q2 | $339K | Buy |
5,765
+499
| +9% | +$29.3K | 0.11% | 136 |
|
|
2022
Q1 | $226K | Buy |
+5,266
| New | +$226K | 0.06% | 253 |
|
|
2021
Q3 | $84K | Buy |
1,390
+469
| +51% | +$28.3K | 0.03% | 372 |
|
|
2021
Q2 | $77K | Buy |
921
+276
| +43% | +$23.1K | 0.03% | 390 |
|
|
2021
Q1 | $56K | Buy |
+645
| New | +$56K | 0.03% | 359 |
|