OneDigital Investment Advisors’s Burlington BURL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$400K	Sell	1,230 -302	-20%	-$92.5K	﹤0.01%	1039
2025 Q4	$443K	Buy	1,532 +218	+17%	+$59.1K	﹤0.01%	1001
2025 Q3	$334K	Sell	1,314 -10	-0.8%	-$2.72K	﹤0.01%	1121
2025 Q2	$308K	Sell	1,324 -15	-1%	-$3.56K	﹤0.01%	1152
2025 Q1	$319K	Buy	1,339 +290	+28%	+$75.2K	﹤0.01%	1067
2024 Q4	$299K	Buy	1,049 +22	+2%	+$5.95K	﹤0.01%	1131
2024 Q3	$271K	Buy	1,027 +54	+6%	+$14K	﹤0.01%	1213
2024 Q2	$234K	Buy	+973	New	+$200K	﹤0.01%	1223
2019 Q3	–	Sell	-54	Closed	-$9K	–	634
2019 Q2	$9K	Hold	54	–	–	﹤0.01%	954
2019 Q1	$8K	Hold	54	–	–	﹤0.01%	917
2018 Q4	$9K	Sell	54 -11	-17%	-$1.78K	﹤0.01%	868
2018 Q3	$11K	Hold	65	–	–	﹤0.01%	807
2018 Q2	$10K	Buy	+65	New	+$9.25K	﹤0.01%	1037