Principal Financial Group’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
$2.07M Buy
232,120
+32,246
+16% +$287K ﹤0.01% 1800
2025
Q1
$1.21M Buy
199,874
+102,063
+104% +$616K ﹤0.01% 1832
2024
Q4
$751K Buy
+97,811
New +$751K ﹤0.01% 1910
2024
Q3
Sell
-12,163
Closed -$53.8K 2359
2024
Q2
$53.8K Sell
12,163
-750
-6% -$3.32K ﹤0.01% 2272
2024
Q1
$70.9K Buy
12,913
+748
+6% +$4.11K ﹤0.01% 2314
2023
Q4
$69.6K Sell
12,165
-74
-0.6% -$423 ﹤0.01% 2307
2023
Q3
$74.2K Buy
12,239
+548
+5% +$3.32K ﹤0.01% 2320
2023
Q2
$75.5K Buy
11,691
+1,439
+14% +$9.3K ﹤0.01% 2326
2023
Q1
$83.7K Buy
+10,252
New +$83.7K ﹤0.01% 2322
2021
Q4
Sell
-65,500
Closed -$1.97M 2597
2021
Q3
$1.97M Sell
65,500
-62,724
-49% -$1.88M ﹤0.01% 1870
2021
Q2
$4.79M Buy
128,224
+19,396
+18% +$725K ﹤0.01% 1726
2021
Q1
$2.87M Buy
+108,828
New +$2.87M ﹤0.01% 1788