OneDigital Investment Advisors’s Pool Corp POOL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$386K	Buy	1,324 +437	+49%	+$127K	﹤0.01%	1024
2025 Q1	$282K	Buy	887 +219	+33%	+$69.7K	﹤0.01%	1142
2024 Q4	$228K	Buy	668 +26	+4%	+$8.86K	﹤0.01%	1270
2024 Q3	$242K	Sell	642 -44	-6%	-$16.6K	﹤0.01%	1268
2024 Q2	$211K	Buy	+686	New	+$211K	﹤0.01%	1271