Plante Moran Financial Advisors’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,142
| Closed | -$45.8K | – | 848 |
|
|
2025
Q2 | $45.8K | Sell |
5,142
-40,000
| -89% | -$310K | ﹤0.01% | 350 |
|
|
2025
Q1 | $273K | Sell |
45,142
-20,142
| -31% | -$141K | 0.02% | 138 |
|
|
2024
Q4 | $501K | Sell |
65,284
-17,500
| -21% | -$109K | 0.04% | 86 |
|
|
2024
Q3 | $411K | Sell |
82,784
-2,500
| -3% | -$12.4K | 0.04% | 98 |
|
|
2024
Q2 | $377K | Hold |
85,284
| – | – | 0.04% | 102 |
|
|
2024
Q1 | $468K | Sell |
85,284
-9,000
| -10% | -$49.1K | 0.05% | 84 |
|
|
2023
Q4 | $539K | Sell |
94,284
-6,000
| -6% | -$33K | 0.06% | 81 |
|
|
2023
Q3 | $608K | Hold |
100,284
| – | – | 0.07% | 63 |
|
|
2023
Q2 | $648K | Hold |
100,284
| – | – | 0.08% | 63 |
|
|
2023
Q1 | $818K | Buy |
100,284
+60,142
| +150% | +$463K | 0.11% | 51 |
|
|
2022
Q4 | $251K | Hold |
40,142
| – | – | 0.04% | 133 |
|
|
2022
Q3 | $317K | Hold |
40,142
| – | – | 0.05% | 106 |
|
|
2022
Q2 | $396K | Buy |
+40,142
| New | +$437K | 0.07% | 90 |
|
