OneDigital Investment Advisors’s Permian Resources PR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
22,080
+2,806
| +15% | +$38.2K | ﹤0.01% | 1167 |
|
|
2025
Q1 | $267K | Buy |
19,274
+3,107
| +19% | +$43K | ﹤0.01% | 1179 |
|
|
2024
Q4 | $232K | Buy |
16,167
+4,323
| +36% | +$62.2K | ﹤0.01% | 1260 |
|
|
2024
Q3 | $161K | Buy |
+11,844
| New | +$161K | ﹤0.01% | 1379 |
|
|
2018
Q4 | – | Sell |
-1,011
| Closed | -$22K | – | 1253 |
|
|
2018
Q3 | $22K | Hold |
1,011
| – | – | 0.01% | 639 |
|
|
2018
Q2 | $18K | Buy |
+1,011
| New | +$18K | ﹤0.01% | 850 |
|