OneDigital Investment Advisors’s Texas Pacific Land TPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.83M | Sell |
3,859
-343
| -8% | -$147K | 0.02% | 501 |
|
|
2025
Q4 | $1.21M | Sell |
4,202
-166
| -4% | -$50.7K | 0.01% | 610 |
|
|
2025
Q3 | $1.36M | Sell |
4,368
-768
| -15% | -$242K | 0.01% | 554 |
|
|
2025
Q2 | $1.81M | Buy |
5,136
+210
| +4% | +$85.9K | 0.02% | 457 |
|
|
2025
Q1 | $2.18M | Buy |
4,926
+90
| +2% | +$40.1K | 0.03% | 387 |
|
|
2024
Q4 | $1.78M | Sell |
4,836
-432
| -8% | -$177K | 0.02% | 452 |
|
|
2024
Q3 | $1.55M | Sell |
5,268
-567
| -10% | -$156K | 0.02% | 514 |
|
|
2024
Q2 | $1.43M | Buy |
+5,835
| New | +$1.22M | 0.02% | 507 |
|
|
2023
Q2 | – | Sell |
-3,843
| Closed | -$726K | – | 1050 |
|
|
2023
Q1 | $726K | Buy |
3,843
+288
| +8% | +$60K | 0.02% | 489 |
|
|
2022
Q4 | $926K | Sell |
3,555
-468
| -12% | -$124K | 0.03% | 370 |
|
|
2022
Q3 | $794K | Sell |
4,023
-594
| -13% | -$114K | 0.03% | 348 |
|
|
2022
Q2 | $764K | Hold |
4,617
| – | – | 0.03% | 312 |
|
|
2022
Q1 | $694K | Sell |
4,617
-135
| -3% | -$17.8K | 0.03% | 355 |
|
|
2021
Q4 | $659K | Sell |
4,752
-171
| -3% | -$23.8K | 0.02% | 365 |
|
|
2021
Q3 | $661K | Sell |
4,923
-387
| -7% | -$60.2K | 0.03% | 351 |
|
|
2021
Q2 | $944K | Sell |
5,310
-99
| -2% | -$17.2K | 0.04% | 265 |
|
|
2021
Q1 | $955K | Sell |
5,409
-126
| -2% | -$15.7K | 0.04% | 249 |
|
|
2020
Q4 | $447K | Hold |
5,535
| – | – | 0.02% | 379 |
|
|
2020
Q3 | $278K | Sell |
5,535
-126
| -2% | -$7.52K | 0.02% | 460 |
|
|
2020
Q2 | $374K | Buy |
5,661
+225
| +4% | +$13.8K | 0.03% | 380 |
|
|
2020
Q1 | $229K | Sell |
5,436
-423
| -7% | -$31K | 0.02% | 440 |
|
|
2019
Q4 | $509K | Buy |
5,859
+1,818
| +45% | +$133K | 0.04% | 296 |
|
|
2019
Q3 | $292K | Buy |
4,041
+180
| +5% | +$14K | 0.03% | 388 |
|
|
2019
Q2 | $338K | Buy |
+3,861
| New | +$346K | 0.03% | 321 |
|
Other funds holding TPL
HKAM
VCM
VPM
SA