Raymond James Financial’s Olo Inc OLO Stock Holding History

Raymond James Financial’s Portfolio OLO Stock Details OLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-288,687	Closed	-$2.57M	–	6179
2025 Q2	$2.57M	Buy	288,687 +3,325	+1%	+$25.8K	﹤0.01%	2870
2025 Q1	$1.72M	Sell	285,362 -20,055	-7%	-$140K	﹤0.01%	3102
2024 Q4	$2.35M	Buy	+305,417	New	+$1.91M	﹤0.01%	2848

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Raymond James Financial's OLO Position: Q3 2025 in Review

Raymond James Financial sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 288,687 shares — an estimated $2.57M sold.

Raymond James Financial first reported a position in OLO in Q4 2024 and held it in 3 quarters. The position peaked at $2.57M in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Raymond James Financial reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 288,687 Olo Inc shares in Q3 2025, an estimated $2.57M.
Raymond James Financial first reported a position in Olo Inc in Q4 2024 and held it in 3 quarters.
Raymond James Financial's Olo Inc position peaked at $2.57M in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.