OneDigital Investment Advisors’s Flowers Foods FLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,824
| Closed | -$220K | – | 1009 |
|
|
2023
Q2 | $220K | Buy |
8,824
+97
| +1% | +$2.41K | ﹤0.01% | 928 |
|
|
2023
Q1 | $239K | Buy |
8,727
+132
| +2% | +$3.62K | 0.01% | 847 |
|
|
2022
Q4 | $247K | Buy |
+8,595
| New | +$247K | 0.01% | 718 |
|
|
2018
Q1 | – | Sell |
-450
| Closed | -$9K | – | 1340 |
|
|
2017
Q4 | $9K | Hold |
450
| – | – | ﹤0.01% | 987 |
|
|
2017
Q3 | $8K | Hold |
450
| – | – | ﹤0.01% | 837 |
|
|
2017
Q2 | $8K | Buy |
+450
| New | +$8K | ﹤0.01% | 980 |
|