OneDigital Investment Advisors’s Stride LRN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
3,080
-110
-3% -$16K 0.01% 947
2025
Q1
$404K Buy
+3,190
New +$404K ﹤0.01% 944
2019
Q3
Sell
-140
Closed -$4K 867
2019
Q2
$4K Buy
+140
New +$4K ﹤0.01% 1062
2018
Q1
Sell
-894
Closed -$14K 1354
2017
Q4
$14K Hold
894
﹤0.01% 907
2017
Q3
$16K Buy
+894
New +$16K 0.01% 711