OneDigital Investment Advisors’s Albemarle ALB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,782
Closed -$272K 1448
2025
Q1
$272K Buy
3,782
+239
+7% +$17.2K ﹤0.01% 1161
2024
Q4
$305K Sell
3,543
-304
-8% -$26.2K ﹤0.01% 1123
2024
Q3
$364K Buy
3,847
+1,241
+48% +$118K ﹤0.01% 1064
2024
Q2
$249K Sell
2,606
-175
-6% -$16.7K ﹤0.01% 1190
2024
Q1
$366K Buy
2,781
+218
+9% +$28.7K 0.01% 844
2023
Q4
$370K Buy
2,563
+749
+41% +$108K 0.01% 838
2023
Q3
$308K Sell
1,814
-233
-11% -$39.6K 0.01% 802
2023
Q2
$457K Sell
2,047
-754
-27% -$168K 0.01% 672
2023
Q1
$619K Buy
2,801
+1,801
+180% +$398K 0.01% 539
2022
Q4
$217K Buy
+1,000
New +$217K 0.01% 752
2019
Q1
Sell
-634
Closed -$49K 1117
2018
Q4
$49K Buy
634
+2
+0.3% +$155 0.01% 462
2018
Q3
$63K Buy
632
+251
+66% +$25K 0.01% 359
2018
Q2
$36K Buy
381
+156
+69% +$14.7K 0.01% 593
2018
Q1
$21K Buy
+225
New +$21K ﹤0.01% 793