Steward Partners Investment Advisory’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 | $13.4K | Hold |
1,500
| – | – | ﹤0.01% | 3081 |
|
|
2025
Q1 | $9.06K | Hold |
1,500
| – | – | ﹤0.01% | 3139 |
|
|
2024
Q4 | $11.5K | Hold |
1,500
| – | – | ﹤0.01% | 3042 |
|
|
2024
Q3 | $7.44K | Hold |
1,500
| – | – | ﹤0.01% | 3062 |
|
|
2024
Q2 | $6.63K | Buy |
1,500
+1,000
| +200% | +$4.42K | ﹤0.01% | 2956 |
|
|
2024
Q1 | $2.75K | Sell |
500
-1,800
| -78% | -$9.88K | ﹤0.01% | 3229 |
|
|
2023
Q4 | $13.2K | Sell |
2,300
-6,250
| -73% | -$35.8K | ﹤0.01% | 2585 |
|
|
2023
Q3 | $51.8K | Buy |
+8,550
| New | +$51.8K | ﹤0.01% | 1895 |
|
|
2023
Q2 | – | Sell |
-350
| Closed | -$2.86K | – | 3366 |
|
|
2023
Q1 | $2.86K | Hold |
350
| – | – | ﹤0.01% | 2950 |
|
|
2022
Q4 | $2.19K | Sell |
350
-300
| -46% | -$1.88K | ﹤0.01% | 2999 |
|
|
2022
Q3 | $5K | Buy |
650
+413
| +174% | +$3.18K | ﹤0.01% | 2774 |
|
|
2022
Q2 | $2K | Sell |
237
-10,946
| -98% | -$92.4K | ﹤0.01% | 3025 |
|
|
2022
Q1 | $148K | Sell |
11,183
-6,453
| -37% | -$85.4K | ﹤0.01% | 1425 |
|
|
2021
Q4 | $367K | Buy |
+17,636
| New | +$367K | 0.01% | 1065 |
|