Creative Planning Olo Inc. Transaction History

Creative Planning

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$5.84 - $9.7 $50,457 - $83,808	8,640 Added 26.3%	41,492 $369,000
Q1 2025 May 15, 2025	BUY	$5.98 - $8.12 $29,152 - $39,584	4,875 Added 17.43%	32,852 $198,000
Q4 2024 Feb 14, 2025	SELL	$4.64 - $8.02 $11,108 - $19,199	-2,394 Reduced 7.88%	27,977 $214,000
Q3 2024 Oct 11, 2024	BUY	$4.25 - $5.61 $16,889 - $22,294	3,974 Added 15.05%	30,371 $150,000
Q2 2024 Aug 15, 2024	BUY	$4.32 - $5.37 $114,035 - $141,751	26,397 New	26,397 $116,000

Q3 2023 Nov 16, 2023	BUY	$5.72 - $7.99 $17,703 - $24,729	3,095 Added 4.7%	68,975 $417,000
Q2 2023 Jul 21, 2023	BUY	$6.45 - $8.8 $52,328 - $71,394	8,113 Added 14.04%	65,880 $425,000
Q1 2023 May 15, 2023	BUY	$6.55 - $8.83 $19,453 - $26,225	2,970 Added 5.42%	57,767 $471,000
Q4 2022 Feb 10, 2023	BUY	$5.8 - $9.01 $230,074 - $357,408	39,668 Added 262.2%	54,797 $342,000
Q3 2022 Nov 03, 2022	SELL	$7.5 - $14.05 $3,000 - $5,620	-400 Reduced 2.58%	15,129 $120,000
Q2 2022 Aug 15, 2022	SELL	$8.9 - $13.99 $618,550 - $972,305	-69,500 Reduced 81.74%	15,529 $153,000
Q1 2022 May 16, 2022	BUY	$11.58 - $21.21 $984,635 - $1.8 Million	85,029 New	85,029 $1.13 Million

15.7M

Ticker OLO
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 102,296,000
Market Cap $1.05B
Description
Olo Inc. provides software-as-a-service platform for multi-location restaurants in the United States. The company's platform enables on-demand commerce operations, which cover digital ordering and delivery through online and mobile ordering modules. Its modules include Order Management, an on-demand digital commerce and channel management soluti...

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