OneDigital Investment Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
7,333
-254
| -3% | -$134K | 0.04% | 280 |
|
|
2025
Q1 | $3.86M | Sell |
7,587
-1,476
| -16% | -$750K | 0.05% | 274 |
|
|
2024
Q4 | $4.51M | Sell |
9,063
-1,957
| -18% | -$975K | 0.05% | 261 |
|
|
2024
Q3 | $5.69M | Sell |
11,020
-122
| -1% | -$63K | 0.07% | 232 |
|
|
2024
Q2 | $4.97M | Buy |
11,142
+6,373
| +134% | +$2.84M | 0.06% | 236 |
|
|
2024
Q1 | $2.03M | Buy |
4,769
+114
| +2% | +$48.5K | 0.03% | 333 |
|
|
2023
Q4 | $2.05M | Sell |
4,655
-65
| -1% | -$28.6K | 0.04% | 309 |
|
|
2023
Q3 | $1.72M | Sell |
4,720
-26
| -0.5% | -$9.5K | 0.04% | 307 |
|
|
2023
Q2 | $1.9M | Buy |
4,746
+2,208
| +87% | +$885K | 0.04% | 286 |
|
|
2023
Q1 | $875K | Buy |
2,538
+297
| +13% | +$102K | 0.02% | 427 |
|
|
2022
Q4 | $751K | Sell |
2,241
-189
| -8% | -$63.3K | 0.02% | 420 |
|
|
2022
Q3 | $742K | Buy |
2,430
+148
| +6% | +$45.2K | 0.03% | 361 |
|
|
2022
Q2 | $769K | Buy |
2,282
+100
| +5% | +$33.7K | 0.03% | 311 |
|
|
2022
Q1 | $895K | Buy |
2,182
+722
| +49% | +$296K | 0.03% | 305 |
|
|
2021
Q4 | $689K | Buy |
1,460
+416
| +40% | +$196K | 0.02% | 340 |
|
|
2021
Q3 | $444K | Buy |
1,044
+237
| +29% | +$101K | 0.02% | 443 |
|
|
2021
Q2 | $331K | Buy |
+807
| New | +$331K | 0.01% | 522 |
|
|
2019
Q3 | – | Sell |
-135
| Closed | -$31K | – | 1023 |
|
|
2019
Q2 | $31K | Sell |
135
-45
| -25% | -$10.3K | ﹤0.01% | 676 |
|
|
2019
Q1 | $38K | Buy |
+180
| New | +$38K | 0.01% | 547 |
|
|
2018
Q3 | – | Sell |
-222
| Closed | -$45K | – | 1202 |
|
|
2018
Q2 | $45K | Buy |
+222
| New | +$45K | 0.01% | 539 |
|