OneDigital Investment Advisors’s Tiptree Inc TIPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$394K	Sell	16,718 -59	-0.4%	-$1.39K	﹤0.01%	1007
2025 Q1	$404K	Buy	16,777 +543	+3%	+$13.1K	﹤0.01%	943
2024 Q4	$339K	Buy	+16,234	New	+$339K	﹤0.01%	1069