Mount Yale Investment Advisors’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 | $633K | Sell |
4,801
-2,809
| -37% | -$370K | 0.05% | 294 |
|
|
2025
Q1 | $886K | Sell |
7,610
-997
| -12% | -$116K | 0.08% | 214 |
|
|
2024
Q4 | $944K | Buy |
+8,607
| New | +$944K | 0.08% | 212 |
|
|
2024
Q1 | – | Sell |
-3,520
| Closed | -$267K | – | 553 |
|
|
2023
Q4 | $267K | Sell |
3,520
-604
| -15% | -$45.8K | 0.03% | 439 |
|
|
2023
Q3 | $318K | Buy |
+4,124
| New | +$318K | 0.03% | 382 |
|
|
2023
Q2 | – | Sell |
-4,451
| Closed | -$258K | – | 503 |
|
|
2023
Q1 | $258K | Sell |
4,451
-85
| -2% | -$4.93K | 0.03% | 414 |
|
|
2022
Q4 | $212K | Sell |
4,536
-39
| -0.9% | -$1.83K | 0.02% | 423 |
|
|
2022
Q3 | $236K | Buy |
4,575
+867
| +23% | +$44.7K | 0.03% | 387 |
|
|
2022
Q2 | $218K | Buy |
+3,708
| New | +$218K | 0.03% | 426 |
|