OneDigital Investment Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
4,893
+1,153
| +31% | +$516K | 0.02% | 411 |
|
|
2025
Q1 | $1.7M | Buy |
3,740
+202
| +6% | +$91.8K | 0.02% | 442 |
|
|
2024
Q4 | $1.7M | Sell |
3,538
-146
| -4% | -$70.1K | 0.02% | 459 |
|
|
2024
Q3 | $1.69M | Buy |
3,684
+40
| +1% | +$18.4K | 0.02% | 489 |
|
|
2024
Q2 | $1.49M | Buy |
3,644
+221
| +6% | +$90.2K | 0.02% | 493 |
|
|
2024
Q1 | $1.56M | Sell |
3,423
-150
| -4% | -$68.2K | 0.02% | 394 |
|
|
2023
Q4 | $1.7M | Sell |
3,573
-23
| -0.6% | -$11K | 0.03% | 348 |
|
|
2023
Q3 | $1.57M | Buy |
3,596
+22
| +0.6% | +$9.62K | 0.03% | 328 |
|
|
2023
Q2 | $1.43M | Buy |
3,574
+63
| +2% | +$25.2K | 0.03% | 343 |
|
|
2023
Q1 | $1.46M | Buy |
3,511
+1,150
| +49% | +$477K | 0.03% | 329 |
|
|
2022
Q4 | $947K | Buy |
2,361
+4
| +0.2% | +$1.61K | 0.03% | 365 |
|
|
2022
Q3 | $943K | Buy |
+2,357
| New | +$943K | 0.04% | 308 |
|