SPIA
OLO

Steward Partners Investment Advisory’s Olo Inc OLO Stock Holding History

Steward Partners Investment Advisory’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
-1,500
Closed -$13.3K – 4350
2025
Q2 		$13.3K 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% +$4.73K ﹤0.01% 2956
2024
Q1 		$2.75K Sell
500
-1,800
-78% -$9.83K ﹤0.01% 3229
2023
Q4 		$13.2K Sell
2,300
-6,250
-73% -$34.4K ﹤0.01% 2585
2023
Q3 		$51.8K Buy
+8,550
New +$55.9K ﹤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% -$2.26K ﹤0.01% 2999
2022
Q3 		$5K Buy
650
+413
+174% +$3.95K ﹤0.01% 2774
2022
Q2 		$2K Sell
237
-10,946
-98% -$119K ﹤0.01% 3025
2022
Q1 		$148K Sell
11,183
-6,453
-37% -$99.8K ﹤0.01% 1425
2021
Q4 		$367K Buy
+17,636
New +$459K 0.01% 1065

Other funds holding OLO

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

Steward Partners Investment Advisory's OLO Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 1,500 shares — an estimated $13.3K sold.

Steward Partners Investment Advisory first reported a position in OLO in Q4 2021 and held it in 14 quarters. The position peaked at $367K in Q4 2021. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,500 Olo Inc shares in Q3 2025, an estimated $13.3K.
  • Steward Partners Investment Advisory first reported a position in Olo Inc in Q4 2021 and held it in 14 quarters.
  • Steward Partners Investment Advisory's Olo Inc position peaked at $367K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.