OneDigital Investment Advisors’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $444K | Buy |
1,510
+608
| +67% | +$179K | ﹤0.01% | 950 |
|
2025
Q1 | $240K | Buy |
+902
| New | +$240K | ﹤0.01% | 1238 |
|
2019
Q3 | – | Sell |
-125
| Closed | -$18K | – | 725 |
|
2019
Q2 | $18K | Buy |
125
+22
| +21% | +$3.17K | ﹤0.01% | 824 |
|
2019
Q1 | $16K | Hold |
103
| – | – | ﹤0.01% | 788 |
|
2018
Q4 | $17K | Hold |
103
| – | – | ﹤0.01% | 733 |
|
2018
Q3 | $21K | Hold |
103
| – | – | ﹤0.01% | 648 |
|
2018
Q2 | $18K | Hold |
103
| – | – | ﹤0.01% | 845 |
|
2018
Q1 | $15K | Hold |
103
| – | – | ﹤0.01% | 905 |
|
2017
Q4 | $14K | Hold |
103
| – | – | ﹤0.01% | 903 |
|
2017
Q3 | $12K | Hold |
103
| – | – | ﹤0.01% | 782 |
|
2017
Q2 | $13K | Buy |
+103
| New | +$13K | ﹤0.01% | 883 |
|