OneDigital Investment Advisors’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
10,464
+259
| +3% | +$7.22K | ﹤0.01% | 1179 |
|
|
2025
Q1 | $307K | Buy |
10,205
+231
| +2% | +$6.95K | ﹤0.01% | 1090 |
|
|
2024
Q4 | $332K | Buy |
9,974
+287
| +3% | +$9.57K | ﹤0.01% | 1080 |
|
|
2024
Q3 | $292K | Buy |
9,687
+220
| +2% | +$6.63K | ﹤0.01% | 1165 |
|
|
2024
Q2 | $292K | Buy |
9,467
+226
| +2% | +$6.97K | ﹤0.01% | 1119 |
|
|
2024
Q1 | $312K | Buy |
9,241
+302
| +3% | +$10.2K | ﹤0.01% | 898 |
|
|
2023
Q4 | $285K | Buy |
8,939
+1,234
| +16% | +$39.3K | 0.01% | 927 |
|
|
2023
Q3 | $224K | Buy |
7,705
+170
| +2% | +$4.94K | ﹤0.01% | 901 |
|
|
2023
Q2 | $226K | Buy |
7,535
+249
| +3% | +$7.46K | 0.01% | 919 |
|
|
2023
Q1 | $221K | Buy |
7,286
+216
| +3% | +$6.54K | 0.01% | 880 |
|
|
2022
Q4 | $212K | Buy |
+7,070
| New | +$212K | 0.01% | 761 |
|