OneDigital Investment Advisors’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
13,861
+36
| +0.3% | +$723 | ﹤0.01% | 1204 |
|
|
2025
Q1 | $334K | Buy |
13,825
+793
| +6% | +$19.1K | ﹤0.01% | 1042 |
|
|
2024
Q4 | $401K | Sell |
13,032
-3,625
| -22% | -$112K | ﹤0.01% | 984 |
|
|
2024
Q3 | $463K | Buy |
16,657
+603
| +4% | +$16.8K | 0.01% | 966 |
|
|
2024
Q2 | $642K | Buy |
16,054
+2,834
| +21% | +$113K | 0.01% | 793 |
|
|
2024
Q1 | $665K | Buy |
13,220
+420
| +3% | +$21.1K | 0.01% | 635 |
|
|
2023
Q4 | $612K | Sell |
12,800
-248
| -2% | -$11.9K | 0.01% | 643 |
|
|
2023
Q3 | $552K | Buy |
13,048
+185
| +1% | +$7.83K | 0.01% | 603 |
|
|
2023
Q2 | $660K | Buy |
12,863
+437
| +4% | +$22.4K | 0.01% | 538 |
|
|
2023
Q1 | $591K | Buy |
+12,426
| New | +$591K | 0.01% | 558 |
|
|
2019
Q3 | – | Sell |
-455
| Closed | -$18K | – | 777 |
|
|
2019
Q2 | $18K | Hold |
455
| – | – | ﹤0.01% | 825 |
|
|
2019
Q1 | $19K | Hold |
455
| – | – | ﹤0.01% | 747 |
|
|
2018
Q4 | $17K | Hold |
455
| – | – | ﹤0.01% | 735 |
|
|
2018
Q3 | $24K | Hold |
455
| – | – | 0.01% | 605 |
|
|
2018
Q2 | $21K | Hold |
455
| – | – | ﹤0.01% | 790 |
|
|
2018
Q1 | $21K | Hold |
455
| – | – | ﹤0.01% | 801 |
|
|
2017
Q4 | $20K | Hold |
455
| – | – | ﹤0.01% | 803 |
|
|
2017
Q3 | $18K | Hold |
455
| – | – | 0.01% | 680 |
|
|
2017
Q2 | $16K | Buy |
+455
| New | +$16K | ﹤0.01% | 820 |
|