SBI Securities’s Olo Inc OLO Stock Holding History

SBI Securities’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	-1,131	Closed	-$10.1K	–	4273
2025 Q2	$10.1K	Sell	1,131 -3,521	-76%	-$27.3K	﹤0.01%	1700
2025 Q1	$28.1K	Buy	4,652 +52	+1%	+$363	﹤0.01%	1209
2024 Q4	$35.3K	Buy	+4,600	New	+$28.7K	﹤0.01%	1101

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 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

SBI Securities's OLO Position: Q3 2025 in Review

SBI Securities sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 1,131 shares — an estimated $10.1K sold.

SBI Securities first reported a position in OLO in Q4 2024 and held it in 3 quarters. The position peaked at $35.3K in Q4 2024. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

SBI Securities reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
SBI Securities sold 1,131 Olo Inc shares in Q3 2025, an estimated $10.1K.
SBI Securities first reported a position in Olo Inc in Q4 2024 and held it in 3 quarters.
SBI Securities's Olo Inc position peaked at $35.3K in Q4 2024.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on SBI Securities's 13F filing for Q3 2025, filed 5 Nov 2025.