OneDigital Investment Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Sell |
2,477
-460
| -16% | -$127K | 0.01% | 780 |
|
|
2025
Q1 | $779K | Buy |
2,937
+452
| +18% | +$120K | 0.01% | 689 |
|
|
2024
Q4 | $577K | Sell |
2,485
-381
| -13% | -$88.5K | 0.01% | 832 |
|
|
2024
Q3 | $632K | Sell |
2,866
-362
| -11% | -$79.9K | 0.01% | 840 |
|
|
2024
Q2 | $635K | Buy |
3,228
+747
| +30% | +$147K | 0.01% | 799 |
|
|
2024
Q1 | $534K | Buy |
2,481
+291
| +13% | +$62.6K | 0.01% | 715 |
|
|
2023
Q4 | $461K | Buy |
2,190
+491
| +29% | +$103K | 0.01% | 747 |
|
|
2023
Q3 | $340K | Sell |
1,699
-15
| -0.9% | -$3K | 0.01% | 767 |
|
|
2023
Q2 | $318K | Sell |
1,714
-168
| -9% | -$31.1K | 0.01% | 805 |
|
|
2023
Q1 | $360K | Buy |
1,882
+126
| +7% | +$24.1K | 0.01% | 712 |
|
|
2022
Q4 | $295K | Sell |
1,756
-97
| -5% | -$16.3K | 0.01% | 676 |
|
|
2022
Q3 | $328K | Sell |
1,853
-44
| -2% | -$7.79K | 0.01% | 569 |
|
|
2022
Q2 | $388K | Buy |
1,897
+27
| +1% | +$5.52K | 0.02% | 493 |
|
|
2022
Q1 | $445K | Buy |
1,870
+340
| +22% | +$80.9K | 0.02% | 468 |
|
|
2021
Q4 | $350K | Buy |
1,530
+40
| +3% | +$9.15K | 0.01% | 536 |
|
|
2021
Q3 | $288K | Buy |
1,490
+183
| +14% | +$35.4K | 0.01% | 580 |
|
|
2021
Q2 | $278K | Buy |
+1,307
| New | +$278K | 0.01% | 569 |
|
|
2019
Q3 | – | Sell |
-185
| Closed | -$36K | – | 622 |
|
|
2019
Q2 | $36K | Hold |
185
| – | – | ﹤0.01% | 636 |
|
|
2019
Q1 | $30K | Buy |
185
+40
| +28% | +$6.49K | ﹤0.01% | 618 |
|
|
2018
Q4 | $27K | Buy |
145
+140
| +2,800% | +$26.1K | ﹤0.01% | 601 |
|
|
2018
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1010 |
|