OneDigital Investment Advisors’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$617K	Buy	5,946 +191	+3%	+$19.8K	0.01%	821
2025 Q1	$542K	Buy	5,755 +886	+18%	+$83.5K	0.01%	830
2024 Q4	$517K	Sell	4,869 -85	-2%	-$9.02K	0.01%	873
2024 Q3	$465K	Buy	4,954 +166	+3%	+$15.6K	0.01%	962
2024 Q2	$403K	Buy	+4,788	New	+$403K	0.01%	986