OneDigital Investment Advisors’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Buy |
16,201
+1,907
| +13% | +$77.9K | 0.01% | 797 |
|
|
2025
Q1 | $548K | Buy |
+14,294
| New | +$548K | 0.01% | 827 |
|
|
2022
Q2 | – | Sell |
-6,068
| Closed | -$285K | – | 709 |
|
|
2022
Q1 | $285K | Hold |
6,068
| – | – | 0.01% | 607 |
|
|
2021
Q4 | $296K | Hold |
6,068
| – | – | 0.01% | 587 |
|
|
2021
Q3 | $301K | Hold |
6,068
| – | – | 0.01% | 570 |
|
|
2021
Q2 | $283K | Hold |
6,068
| – | – | 0.01% | 567 |
|
|
2021
Q1 | $243K | Sell |
6,068
-1
| -0% | -$40 | 0.01% | 553 |
|
|
2020
Q4 | $205K | Buy |
+6,069
| New | +$205K | 0.01% | 585 |
|
|
2019
Q4 | – | Sell |
-7,818
| Closed | -$229K | – | 556 |
|
|
2019
Q3 | $229K | Buy |
+7,818
| New | +$229K | 0.02% | 453 |
|