OneDigital Investment Advisors’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$464K Sell
2025
Q2
$444K Sell
2025
Q1
$376K Buy
2024
Q4
$320K Buy
2024
Q3
$270K Buy
2019
Q3
Sell
2019
Q2
$42K Sell
2019
Q1
$60K Buy
2018
Q4
$45K Buy
2018
Q3
$54K Buy
2018
Q2
$59K Sell
2018
Q1
$65K Hold
2017
Q4
$64K Buy
2017
Q3
$62K Sell
2017
Q2
$73K Buy