OneDigital Investment Advisors’s Dorchester Minerals DMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$329K Buy
2025
Q2
$292K Buy
2025
Q1
$307K Buy
2024
Q4
$332K Buy
2024
Q3
$292K Buy
2024
Q2
$292K Buy
2024
Q1
$312K Buy
2023
Q4
$285K Buy
2023
Q3
$224K Buy
2023
Q2
$226K Buy
2023
Q1
$221K Buy
2022
Q4
$212K Buy