Toth Financial Advisory’s Olo Inc OLO Stock Holding History

Toth Financial 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	-200	Closed	-$1.78K	–	809
2025 Q2	$1.78K	Hold	200	–	–	﹤0.01%	652
2025 Q1	$1.21K	Hold	200	–	–	﹤0.01%	651
2024 Q4	$1.54K	Hold	200	–	–	﹤0.01%	613
2024 Q3	$992	Hold	200	–	–	﹤0.01%	670
2024 Q2	$884	Hold	200	–	–	﹤0.01%	705
2024 Q1	$1.1K	Hold	200	–	–	﹤0.01%	677
2023 Q4	$1.14K	Hold	200	–	–	﹤0.01%	682
2023 Q3	$1.21K	Buy	+200	New	+$1.31K	﹤0.01%	701

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 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

Toth Financial Advisory's OLO Position: Q3 2025 in Review

Toth Financial Advisory sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 200 shares — an estimated $1.78K sold.

Toth Financial Advisory first reported a position in OLO in Q3 2023 and held it in 8 quarters. The position peaked at $1.78K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Toth Financial Advisory reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Toth Financial Advisory sold 200 Olo Inc shares in Q3 2025, an estimated $1.78K.
Toth Financial Advisory first reported a position in Olo Inc in Q3 2023 and held it in 8 quarters.
Toth Financial Advisory's Olo Inc position peaked at $1.78K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.