Summit Global Investments’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
-108,922
Closed -$481K 561
2024
Q2
$481K Buy
108,922
+1,522
+1% +$6.72K 0.03% 354
2024
Q1
$590K Sell
107,400
-22,500
-17% -$124K 0.04% 299
2023
Q4
$743K Buy
129,900
+22,600
+21% +$129K 0.05% 273
2023
Q3
$650K Buy
107,300
+36,000
+50% +$218K 0.04% 296
2023
Q2
$461K Buy
+71,300
New +$461K 0.03% 346