Independent Family Office’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-42,895
| Closed | -$235K | – | 75 |
|
|
2024
Q1 | $235K | Hold |
42,895
| – | – | 0.13% | 70 |
|
|
2023
Q4 | $245K | Hold |
42,895
| – | – | 0.14% | 66 |
|
|
2023
Q3 | $260K | Hold |
42,895
| – | – | 0.16% | 61 |
|
|
2023
Q2 | $277K | Buy |
42,895
+9,833
| +30% | +$63.5K | 0.17% | 57 |
|
|
2023
Q1 | $270K | Hold |
33,062
| – | – | 0.16% | 62 |
|
|
2022
Q4 | $207K | Hold |
33,062
| – | – | 0.12% | 67 |
|
|
2022
Q3 | $261K | Hold |
33,062
| – | – | 0.13% | 60 |
|
|
2022
Q2 | $326 | Hold |
33,062
| – | – | 0.16% | 51 |
|
|
2022
Q1 | $438K | Buy |
33,062
+9,491
| +40% | +$126K | 0.14% | 48 |
|
|
2021
Q4 | $491K | Buy |
23,571
+16,495
| +233% | +$344K | 0.19% | 37 |
|
|
2021
Q3 | $212K | Buy |
+7,076
| New | +$212K | 0.09% | 48 |
|