OneDigital Investment Advisors’s Steel Dynamics STLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,776	Closed	-$301K	–	1584
2025 Q4	$301K	Buy	1,776 +143	+9%	+$22.7K	﹤0.01%	1209
2025 Q3	$228K	Sell	1,633 -563	-26%	-$73.9K	﹤0.01%	1360
2025 Q2	$281K	Sell	2,196 -399	-15%	-$50.9K	﹤0.01%	1203
2025 Q1	$325K	Buy	+2,595	New	+$329K	﹤0.01%	1059
2019 Q3	–	Sell	-100	Closed	-$3K	–	1078
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	1110
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	1018
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	1014
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	927
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	1169
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	1197
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	1117
2017 Q3	$3K	Buy	+100	New	+$3.51K	﹤0.01%	957