OIA
L icon

OneDigital Investment Advisors’s Loews L Stock Holding History

OneDigital Investment Advisors’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,420
Closed -$255K – 1549
2025
Q4 		$255K Sell
2,420
-53
-2% -$5.47K ﹤0.01% 1306
2025
Q3 		$248K Buy
2,473
+4
+0.2% +$378 ﹤0.01% 1299
2025
Q2 		$226K Buy
2,469
+29
+1% +$2.54K ﹤0.01% 1324
2025
Q1 		$224K Buy
+2,440
New +$209K ﹤0.01% 1280
2019
Q3 		– Sell
-200
Closed -$11K – 882
2019
Q2 		$11K Hold
200
– – ﹤0.01% 924
2019
Q1 		$10K Sell
200
-70
-26% -$3.31K ﹤0.01% 875
2018
Q4 		$12K Hold
270
– – ﹤0.01% 817
2018
Q3 		$14K Hold
270
– – ﹤0.01% 763
2018
Q2 		$13K Hold
270
– – ﹤0.01% 966
2018
Q1 		$13K Hold
270
– – ﹤0.01% 966
2017
Q4 		$14K Sell
270
-80
-23% -$3.95K ﹤0.01% 906
2017
Q3 		$17K Hold
350
– – 0.01% 696
2017
Q2 		$16K Buy
+350
New +$16.4K ﹤0.01% 823

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VPM
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Geode Capital Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return