OneDigital Investment Advisors’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.71M Buy
2,579
+25
+1% +$26.2K 0.03% 354
2025
Q1
$2.42M Sell
2,554
-151
-6% -$143K 0.03% 358
2024
Q4
$2.77M Sell
2,705
-44
-2% -$45.1K 0.03% 351
2024
Q3
$2.61M Buy
2,749
+142
+5% +$135K 0.03% 378
2024
Q2
$2.05M Buy
2,607
+1,108
+74% +$872K 0.03% 418
2024
Q1
$1.25M Sell
1,499
-18
-1% -$15K 0.02% 444
2023
Q4
$1.23M Sell
1,517
-192
-11% -$156K 0.02% 410
2023
Q3
$1.1M Buy
1,709
+55
+3% +$35.6K 0.02% 394
2023
Q2
$1.14M Sell
1,654
-42
-2% -$29K 0.03% 385
2023
Q1
$1.14M Buy
1,696
+189
+13% +$126K 0.03% 369
2022
Q4
$1.07M Sell
1,507
-43
-3% -$30.5K 0.03% 342
2022
Q3
$853K Sell
1,550
-488
-24% -$269K 0.03% 333
2022
Q2
$1.24M Buy
2,038
+263
+15% +$160K 0.05% 221
2022
Q1
$1.36M Buy
1,775
+572
+48% +$437K 0.05% 215
2021
Q4
$1.1M Sell
1,203
-243
-17% -$223K 0.04% 259
2021
Q3
$1.21M Buy
1,446
+154
+12% +$129K 0.05% 230
2021
Q2
$1.13M Buy
1,292
+40
+3% +$35K 0.05% 230
2021
Q1
$944K Sell
1,252
-43
-3% -$32.4K 0.04% 253
2020
Q4
$934K Sell
1,295
-57
-4% -$41.1K 0.05% 238
2020
Q3
$762K Sell
1,352
-167
-11% -$94.1K 0.05% 230
2020
Q2
$827K Sell
1,519
-1
-0.1% -$544 0.06% 228
2020
Q1
$669K Buy
1,520
+114
+8% +$50.2K 0.06% 236
2019
Q4
$707K Sell
1,406
-46
-3% -$23.1K 0.06% 236
2019
Q3
$647K Sell
1,452
-505
-26% -$225K 0.06% 225
2019
Q2
$918K Buy
1,957
+1,362
+229% +$639K 0.07% 163
2019
Q1
$254K Buy
595
+40
+7% +$17.1K 0.04% 250
2018
Q4
$218K Sell
555
-472
-46% -$185K 0.04% 247
2018
Q3
$483K Buy
1,027
+111
+12% +$52.2K 0.11% 109
2018
Q2
$457K Buy
916
+228
+33% +$114K 0.1% 131
2018
Q1
$373K Hold
688
0.08% 160
2017
Q4
$353K Buy
688
+18
+3% +$9.24K 0.04% 164
2017
Q3
$299K Buy
670
+77
+13% +$34.4K 0.11% 116
2017
Q2
$250K Buy
+593
New +$250K 0.07% 172