Stifel Financial’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-139,073
| Closed | -$615K | – | 3433 |
|
|
2024
Q2 | $615K | Sell |
139,073
-391
| -0.3% | -$1.73K | ﹤0.01% | 2490 |
|
|
2024
Q1 | $766K | Buy |
139,464
+20,384
| +17% | +$112K | ﹤0.01% | 2355 |
|
|
2023
Q4 | $681K | Sell |
119,080
-27,721
| -19% | -$159K | ﹤0.01% | 2397 |
|
|
2023
Q3 | $890K | Sell |
146,801
-1,807
| -1% | -$11K | ﹤0.01% | 2114 |
|
|
2023
Q2 | $960K | Buy |
148,608
+2,968
| +2% | +$19.2K | ﹤0.01% | 2104 |
|
|
2023
Q1 | $1.19M | Buy |
145,640
+18,896
| +15% | +$154K | ﹤0.01% | 1936 |
|
|
2022
Q4 | $792K | Buy |
126,744
+105,245
| +490% | +$658K | ﹤0.01% | 2173 |
|
|
2022
Q3 | $170K | Sell |
21,499
-1,204
| -5% | -$9.52K | ﹤0.01% | 2996 |
|
|
2022
Q2 | $224K | Sell |
22,703
-519
| -2% | -$5.12K | ﹤0.01% | 2924 |
|
|
2022
Q1 | $308K | Sell |
23,222
-4,154
| -15% | -$55.1K | ﹤0.01% | 2869 |
|
|
2021
Q4 | $570K | Sell |
27,376
-892
| -3% | -$18.6K | ﹤0.01% | 2522 |
|
|
2021
Q3 | $849K | Sell |
28,268
-581
| -2% | -$17.5K | ﹤0.01% | 2225 |
|
|
2021
Q2 | $1.08M | Sell |
28,849
-959
| -3% | -$35.9K | ﹤0.01% | 2039 |
|
|
2021
Q1 | $787K | Buy |
+29,808
| New | +$787K | ﹤0.01% | 2158 |
|