OneDigital Investment Advisors’s Rollins ROL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$848K	Sell	15,876 -3,002	-16%	-$179K	0.01%	747
2025 Q4	$1.13M	Sell	18,878 -2,251	-11%	-$132K	0.01%	630
2025 Q3	$1.24M	Sell	21,129 -453	-2%	-$25.8K	0.01%	583
2025 Q2	$1.22M	Sell	21,582 -1,367	-6%	-$76.7K	0.01%	572
2025 Q1	$1.24M	Sell	22,949 -431	-2%	-$21.6K	0.01%	540
2024 Q4	$1.08M	Sell	23,380 -2,462	-10%	-$121K	0.01%	611
2024 Q3	$1.31M	Sell	25,842 -2,509	-9%	-$124K	0.01%	566
2024 Q2	$1.38M	Sell	28,351 -3,751	-12%	-$173K	0.02%	521
2024 Q1	$1.49M	Sell	32,102 -3,069	-9%	-$135K	0.02%	402
2023 Q4	$1.54M	Sell	35,171 -1,365	-4%	-$53.1K	0.03%	364
2023 Q3	$1.36M	Buy	36,536 +42	+0.1%	+$1.7K	0.03%	356
2023 Q2	$1.56M	Sell	36,494 -610	-2%	-$24.8K	0.03%	321
2023 Q1	$1.39M	Buy	37,104 +2,601	+8%	+$93.8K	0.03%	337
2022 Q4	$1.26M	Buy	+34,503	New	+$1.34M	0.04%	316
2019 Q3	–	Sell	-4,427	Closed	-$106K	–	1031
2019 Q2	$106K	Buy	4,427 +12	+0.3%	+$309	0.01%	454
2019 Q1	$123K	Buy	4,415 +11	+0.2%	+$286	0.02%	345
2018 Q4	$106K	Buy	4,404 +10	+0.2%	+$258	0.02%	326
2018 Q3	$119K	Buy	4,394 +11	+0.3%	+$284	0.03%	255
2018 Q2	$102K	Buy	4,383 +11	+0.3%	+$250	0.02%	331
2018 Q1	$99K	Buy	4,372 +11	+0.3%	+$242	0.02%	346
2017 Q4	$90K	Buy	4,361 +12	+0.3%	+$245	0.01%	368
2017 Q3	$89K	Hold	4,349	–	–	0.03%	257
2017 Q2	$79K	Buy	+4,349	New	+$78K	0.02%	371