OneDigital Investment Advisors’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-26,160
| Closed | -$367K | – | 1501 |
|
|
2025
Q4 | $367K | Buy |
26,160
+82
| +0.3% | +$1.11K | ﹤0.01% | 1105 |
|
|
2025
Q3 | $321K | Buy |
26,078
+104
| +0.4% | +$1.3K | ﹤0.01% | 1146 |
|
|
2025
Q2 | $317K | Sell |
25,974
-471
| -2% | -$5.71K | ﹤0.01% | 1131 |
|
|
2025
Q1 | $344K | Buy |
26,445
+165
| +0.6% | +$2.21K | ﹤0.01% | 1025 |
|
|
2024
Q4 | $332K | Sell |
26,280
-250
| -0.9% | -$3.12K | ﹤0.01% | 1079 |
|
|
2024
Q3 | $339K | Buy |
26,530
+328
| +1% | +$4.05K | ﹤0.01% | 1098 |
|
|
2024
Q2 | $313K | Buy |
26,202
+794
| +3% | +$9.54K | ﹤0.01% | 1091 |
|
|
2024
Q1 | $316K | Buy |
25,408
+783
| +3% | +$9.71K | 0.01% | 890 |
|
|
2023
Q4 | $308K | Buy |
24,625
+7,500
| +44% | +$85.8K | 0.01% | 901 |
|
|
2023
Q3 | $204K | Buy |
17,125
+2,500
| +17% | +$31.7K | ﹤0.01% | 934 |
|
|
2023
Q2 | $184K | Hold |
14,625
| – | – | ﹤0.01% | 966 |
|
|
2023
Q1 | $177K | Buy |
14,625
+2,000
| +16% | +$26.7K | ﹤0.01% | 923 |
|
|
2022
Q4 | $161K | Buy |
+12,625
| New | +$156K | ﹤0.01% | 785 |
|
|
2021
Q3 | – | Sell |
-12,025
| Closed | -$224K | – | 778 |
|
|
2021
Q2 | $224K | Buy |
12,025
+2,025
| +20% | +$39.7K | 0.01% | 643 |
|
|
2021
Q1 | $189K | Hold |
10,000
| – | – | 0.01% | 631 |
|
|
2020
Q4 | $178K | Hold |
10,000
| – | – | 0.01% | 615 |
|
|
2020
Q3 | $152K | Hold |
10,000
| – | – | 0.01% | 568 |
|
|
2020
Q2 | $143K | Hold |
10,000
| – | – | 0.01% | 572 |
|
|
2020
Q1 | $104K | Hold |
10,000
| – | – | 0.01% | 508 |
|
|
2019
Q4 | $169K | Buy |
+10,000
| New | +$161K | 0.01% | 531 |
|
|
2018
Q4 | – | Sell |
-58
| Closed | -$1K | – | 1155 |
|
|
2018
Q3 | $1K | Buy |
58
+1
| +2% | +$19 | ﹤0.01% | 1014 |
|
|
2018
Q2 | $1K | Buy |
57
+2
| +4% | +$39 | ﹤0.01% | 1286 |
|
|
2018
Q1 | $1K | Buy |
55
+1
| +2% | +$20 | ﹤0.01% | 1284 |
|
|
2017
Q4 | $1K | Buy |
54
+2
| +4% | +$43 | ﹤0.01% | 1202 |
|
|
2017
Q3 | $1K | Buy |
52
+1
| +2% | +$21 | ﹤0.01% | 1001 |
|
|
2017
Q2 | $1K | Buy |
+51
| New | +$1.06K | ﹤0.01% | 1193 |
|
Other funds holding DX
VCM
