OneDigital Investment Advisors’s Flex FLEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$574K Sell
2025
Q2
$568K Sell
2025
Q1
$421K Buy
2024
Q4
$408K Sell
2024
Q3
$405K Sell
2024
Q2
$407K Buy