OneDigital Investment Advisors’s First Industrial Realty Trust FR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
14,879
+25
| +0.2% | +$1.2K | 0.01% | 756 |
|
|
2025
Q1 | $802K | Buy |
14,854
+6
| +0% | +$324 | 0.01% | 681 |
|
|
2024
Q4 | $744K | Buy |
14,848
+53
| +0.4% | +$2.66K | 0.01% | 737 |
|
|
2024
Q3 | $828K | Sell |
14,795
-29
| -0.2% | -$1.62K | 0.01% | 728 |
|
|
2024
Q2 | $704K | Buy |
14,824
+1,171
| +9% | +$55.6K | 0.01% | 756 |
|
|
2024
Q1 | $717K | Buy |
13,653
+27
| +0.2% | +$1.42K | 0.01% | 614 |
|
|
2023
Q4 | $718K | Buy |
13,626
+52
| +0.4% | +$2.74K | 0.01% | 585 |
|
|
2023
Q3 | $646K | Buy |
13,574
+7
| +0.1% | +$333 | 0.01% | 560 |
|
|
2023
Q2 | $714K | Sell |
13,567
-10
| -0.1% | -$526 | 0.02% | 506 |
|
|
2023
Q1 | $722K | Buy |
13,577
+6,392
| +89% | +$340K | 0.02% | 493 |
|
|
2022
Q4 | $347K | Hold |
7,185
| – | – | 0.01% | 618 |
|
|
2022
Q3 | $322K | Hold |
7,185
| – | – | 0.01% | 576 |
|
|
2022
Q2 | $341K | Hold |
7,185
| – | – | 0.01% | 529 |
|
|
2022
Q1 | $445K | Hold |
7,185
| – | – | 0.02% | 469 |
|
|
2021
Q4 | $476K | Sell |
7,185
-33
| -0.5% | -$2.19K | 0.02% | 446 |
|
|
2021
Q3 | $376K | Hold |
7,218
| – | – | 0.01% | 501 |
|
|
2021
Q2 | $377K | Hold |
7,218
| – | – | 0.02% | 483 |
|
|
2021
Q1 | $331K | Hold |
7,218
| – | – | 0.02% | 480 |
|
|
2020
Q4 | $304K | Buy |
7,218
+1
| +0% | +$42 | 0.02% | 475 |
|
|
2020
Q3 | $287K | Hold |
7,217
| – | – | 0.02% | 442 |
|
|
2020
Q2 | $277K | Hold |
7,217
| – | – | 0.02% | 453 |
|
|
2020
Q1 | $240K | Buy |
+7,217
| New | +$240K | 0.02% | 414 |
|