OneDigital Investment Advisors’s Piper Sandler PIPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$561K	Buy	2,017 +47	+2%	+$13.1K	0.01%	861
2025 Q1	$488K	Buy	1,970 +36	+2%	+$8.92K	0.01%	868
2024 Q4	$580K	Sell	1,934 -242	-11%	-$72.6K	0.01%	828
2024 Q3	$618K	Buy	2,176 +58	+3%	+$16.5K	0.01%	853
2024 Q2	$488K	Buy	+2,118	New	+$488K	0.01%	912