OneDigital Investment Advisors’s Donaldson DCI Stock Holding History

OneDigital Investment Advisors’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$309K	Buy
2025 Q2	$262K	Buy
2025 Q1	$248K	Buy
2024 Q4	$203K	Buy
2024 Q3	$220K	Buy
2024 Q2	$209K	Buy
2020 Q3	–	Sell
2020 Q2	$257K	Hold
2020 Q1	$213K	Buy
2019 Q4	$254K	Hold
2019 Q3	$229K	Buy