Steward Partners Investment Advisory’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
Q2 | $13.3K | Hold |
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|
2025
Q1 | $9.06K | Hold |
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|
2024
Q4 | $11.5K | Hold |
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|
2024
Q3 | $7.44K | Hold |
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|
2024
Q2 | $6.63K | Buy |
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|
2024
Q1 | $2.75K | Sell |
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|
2023
Q4 | $13.2K | Sell |
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|
2023
Q3 | $51.8K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.86K | Hold |
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|
2022
Q4 | $2.19K | Sell |
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|
2022
Q3 | $5K | Buy |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $148K | Sell |
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|
2021
Q4 | $367K | Buy |
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