LPL Financial’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
58,220
-33,673
| -37% | -$300K | ﹤0.01% | 4287 |
|
|
2025
Q1 | $555K | Buy |
91,893
+763
| +0.8% | +$4.61K | ﹤0.01% | 4026 |
|
|
2024
Q4 | $700K | Buy |
91,130
+40,218
| +79% | +$309K | ﹤0.01% | 3753 |
|
|
2024
Q3 | $253K | Buy |
50,912
+9,393
| +23% | +$46.6K | ﹤0.01% | 4477 |
|
|
2024
Q2 | $184K | Sell |
41,519
-1,029
| -2% | -$4.55K | ﹤0.01% | 4501 |
|
|
2024
Q1 | $234K | Buy |
42,548
+1,384
| +3% | +$7.6K | ﹤0.01% | 4315 |
|
|
2023
Q4 | $235K | Sell |
41,164
-1,645
| -4% | -$9.41K | ﹤0.01% | 4212 |
|
|
2023
Q3 | $259K | Buy |
42,809
+24,003
| +128% | +$145K | ﹤0.01% | 3997 |
|
|
2023
Q2 | $121K | Sell |
18,806
-239
| -1% | -$1.54K | ﹤0.01% | 4236 |
|
|
2023
Q1 | $155K | Sell |
19,045
-6
| -0% | -$49 | ﹤0.01% | 4085 |
|
|
2022
Q4 | $119K | Buy |
19,051
+1,029
| +6% | +$6.43K | ﹤0.01% | 4101 |
|
|
2022
Q3 | $142K | Sell |
18,022
-804
| -4% | -$6.34K | ﹤0.01% | 4003 |
|
|
2022
Q2 | $186K | Buy |
18,826
+4,851
| +35% | +$47.9K | ﹤0.01% | 3949 |
|
|
2022
Q1 | $185K | Sell |
13,975
-3,415
| -20% | -$45.2K | ﹤0.01% | 3829 |
|
|
2021
Q4 | $362K | Buy |
+17,390
| New | +$362K | ﹤0.01% | 3541 |
|