OneDigital Investment Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
7,616
+81
| +1% | +$7.24K | 0.01% | 782 |
|
|
2025
Q1 | $572K | Buy |
7,535
+956
| +15% | +$72.5K | 0.01% | 809 |
|
|
2024
Q4 | $509K | Sell |
6,579
-206
| -3% | -$15.9K | 0.01% | 881 |
|
|
2024
Q3 | $495K | Sell |
6,785
-4,018
| -37% | -$293K | 0.01% | 941 |
|
|
2024
Q2 | $651K | Buy |
10,803
+7,536
| +231% | +$454K | 0.01% | 785 |
|
|
2024
Q1 | $206K | Buy |
+3,267
| New | +$206K | ﹤0.01% | 1032 |
|
|
2023
Q3 | – | Sell |
-8,640
| Closed | -$431K | – | 1026 |
|
|
2023
Q2 | $431K | Sell |
8,640
-186
| -2% | -$9.27K | 0.01% | 691 |
|
|
2023
Q1 | $483K | Buy |
8,826
+225
| +3% | +$12.3K | 0.01% | 636 |
|
|
2022
Q4 | $528K | Sell |
8,601
-210
| -2% | -$12.9K | 0.02% | 508 |
|
|
2022
Q3 | $499K | Buy |
8,811
+435
| +5% | +$24.6K | 0.02% | 458 |
|
|
2022
Q2 | $426K | Buy |
8,376
+1,770
| +27% | +$90K | 0.02% | 465 |
|
|
2022
Q1 | $392K | Buy |
6,606
+540
| +9% | +$32K | 0.01% | 508 |
|
|
2021
Q4 | $425K | Buy |
6,066
+777
| +15% | +$54.4K | 0.02% | 484 |
|
|
2021
Q3 | $340K | Sell |
5,289
-183
| -3% | -$11.8K | 0.01% | 537 |
|
|
2021
Q2 | $321K | Buy |
5,472
+939
| +21% | +$55.1K | 0.01% | 529 |
|
|
2021
Q1 | $223K | Buy |
+4,533
| New | +$223K | 0.01% | 582 |
|
|
2019
Q3 | – | Sell |
-1,026
| Closed | -$33K | – | 907 |
|
|
2019
Q2 | $33K | Sell |
1,026
-2,838
| -73% | -$91.3K | ﹤0.01% | 657 |
|
|
2019
Q1 | $113K | Hold |
3,864
| – | – | 0.02% | 356 |
|
|
2018
Q4 | $105K | Sell |
3,864
-1,638
| -30% | -$44.5K | 0.02% | 329 |
|
|
2018
Q3 | $157K | Buy |
5,502
+1,653
| +43% | +$47.2K | 0.04% | 211 |
|
|
2018
Q2 | $117K | Buy |
3,849
+6
| +0.2% | +$182 | 0.02% | 310 |
|
|
2018
Q1 | $110K | Buy |
3,843
+6
| +0.2% | +$172 | 0.02% | 320 |
|
|
2017
Q4 | $98K | Buy |
+3,837
| New | +$98K | 0.01% | 343 |
|