Summit Securities Group’s Olo Inc OLO Stock Holding History

Summit Securities Group’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	-2,000	Closed	-$17.8K	–	1266
2025 Q2	$17.8K	Buy	+2,000	New	+$15.5K	﹤0.01%	749
2023 Q1	–	Sell	-6,399	Closed	-$40K	–	1149
2022 Q4	$40K	Buy	+6,399	New	+$48.3K	﹤0.01%	763

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

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

Summit Securities Group's OLO Position: Q3 2025 in Review

Summit Securities Group sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 2,000 shares — an estimated $17.8K sold.

Summit Securities Group first reported a position in OLO in Q4 2022 and held it in 2 quarters. The position peaked at $40K in Q4 2022. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Summit Securities Group reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Summit Securities Group sold 2,000 Olo Inc shares in Q3 2025, an estimated $17.8K.
Summit Securities Group first reported a position in Olo Inc in Q4 2022 and held it in 2 quarters.
Summit Securities Group's Olo Inc position peaked at $40K in Q4 2022.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.