OneDigital Investment Advisors’s Telos TLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.2K | Hold |
25,300
| – | – | ﹤0.01% | 1418 |
|
|
2025
Q1 | $60.1K | Hold |
25,300
| – | – | ﹤0.01% | 1373 |
|
|
2024
Q4 | $86.5K | Hold |
25,300
| – | – | ﹤0.01% | 1368 |
|
|
2024
Q3 | $90.6K | Buy |
25,300
+5,300
| +27% | +$19K | ﹤0.01% | 1405 |
|
|
2024
Q2 | $80.4K | Hold |
20,000
| – | – | ﹤0.01% | 1330 |
|
|
2024
Q1 | $83.2K | Buy |
20,000
+10,000
| +100% | +$41.6K | ﹤0.01% | 1061 |
|
|
2023
Q4 | $36.5K | Hold |
10,000
| – | – | ﹤0.01% | 1090 |
|
|
2023
Q3 | $23.9K | Hold |
10,000
| – | – | ﹤0.01% | 979 |
|
|
2023
Q2 | $25.6K | Hold |
10,000
| – | – | ﹤0.01% | 1000 |
|
|
2023
Q1 | $25.3K | Buy |
+10,000
| New | +$25.3K | ﹤0.01% | 953 |
|