OneDigital Investment Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Sell |
4,177
-26
| -0.6% | -$2.77K | ﹤0.01% | 951 |
|
|
2025
Q1 | $376K | Buy |
4,203
+944
| +29% | +$84.5K | ﹤0.01% | 979 |
|
|
2024
Q4 | $320K | Buy |
3,259
+209
| +7% | +$20.5K | ﹤0.01% | 1100 |
|
|
2024
Q3 | $270K | Buy |
+3,050
| New | +$270K | ﹤0.01% | 1217 |
|
|
2019
Q3 | – | Sell |
-755
| Closed | -$42K | – | 1035 |
|
|
2019
Q2 | $42K | Sell |
755
-164
| -18% | -$9.12K | ﹤0.01% | 603 |
|
|
2019
Q1 | $60K | Buy |
919
+205
| +29% | +$13.4K | 0.01% | 462 |
|
|
2018
Q4 | $45K | Buy |
714
+70
| +11% | +$4.41K | 0.01% | 482 |
|
|
2018
Q3 | $54K | Buy |
644
+14
| +2% | +$1.17K | 0.01% | 392 |
|
|
2018
Q2 | $59K | Sell |
630
-26
| -4% | -$2.44K | 0.01% | 450 |
|
|
2018
Q1 | $65K | Hold |
656
| – | – | 0.01% | 454 |
|
|
2017
Q4 | $64K | Buy |
656
+10
| +2% | +$976 | 0.01% | 441 |
|
|
2017
Q3 | $62K | Sell |
646
-163
| -20% | -$15.6K | 0.02% | 332 |
|
|
2017
Q2 | $73K | Buy |
+809
| New | +$73K | 0.02% | 381 |
|