OneDigital Investment Advisors’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
25,974
-471
| -2% | -$5.76K | ﹤0.01% | 1130 |
|
|
2025
Q1 | $344K | Buy |
26,445
+165
| +0.6% | +$2.15K | ﹤0.01% | 1025 |
|
|
2024
Q4 | $332K | Sell |
26,280
-250
| -0.9% | -$3.16K | ﹤0.01% | 1079 |
|
|
2024
Q3 | $339K | Buy |
26,530
+328
| +1% | +$4.19K | ﹤0.01% | 1098 |
|
|
2024
Q2 | $313K | Buy |
26,202
+794
| +3% | +$9.48K | ﹤0.01% | 1090 |
|
|
2024
Q1 | $316K | Buy |
25,408
+783
| +3% | +$9.75K | 0.01% | 890 |
|
|
2023
Q4 | $308K | Buy |
24,625
+7,500
| +44% | +$93.9K | 0.01% | 901 |
|
|
2023
Q3 | $204K | Buy |
17,125
+2,500
| +17% | +$29.9K | ﹤0.01% | 934 |
|
|
2023
Q2 | $184K | Hold |
14,625
| – | – | ﹤0.01% | 966 |
|
|
2023
Q1 | $177K | Buy |
14,625
+2,000
| +16% | +$24.2K | ﹤0.01% | 923 |
|
|
2022
Q4 | $161K | Buy |
+12,625
| New | +$161K | ﹤0.01% | 784 |
|
|
2021
Q3 | – | Sell |
-12,025
| Closed | -$224K | – | 750 |
|
|
2021
Q2 | $224K | Buy |
12,025
+2,025
| +20% | +$37.7K | 0.01% | 636 |
|
|
2021
Q1 | $189K | Hold |
10,000
| – | – | 0.01% | 623 |
|
|
2020
Q4 | $178K | Hold |
10,000
| – | – | 0.01% | 604 |
|
|
2020
Q3 | $152K | Hold |
10,000
| – | – | 0.01% | 558 |
|
|
2020
Q2 | $143K | Hold |
10,000
| – | – | 0.01% | 560 |
|
|
2020
Q1 | $104K | Hold |
10,000
| – | – | 0.01% | 495 |
|
|
2019
Q4 | $169K | Buy |
+10,000
| New | +$169K | 0.01% | 519 |
|
|
2018
Q4 | – | Sell |
-58
| Closed | -$1K | – | 1155 |
|
|
2018
Q3 | $1K | Buy |
58
+1
| +2% | +$17 | ﹤0.01% | 1014 |
|
|
2018
Q2 | $1K | Buy |
57
+2
| +4% | +$35 | ﹤0.01% | 1286 |
|
|
2018
Q1 | $1K | Buy |
55
+1
| +2% | +$18 | ﹤0.01% | 1284 |
|
|
2017
Q4 | $1K | Buy |
54
+2
| +4% | +$37 | ﹤0.01% | 1202 |
|
|
2017
Q3 | $1K | Buy |
52
+1
| +2% | +$19 | ﹤0.01% | 1001 |
|
|
2017
Q2 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 1193 |
|