OneDigital Investment Advisors’s Thomson Reuters TRI Stock Holding History

OneDigital Investment Advisors’s Portfolio TRI Stock Details TRI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$487K	Sell
2025 Q1	$422K	Sell
2024 Q4	$413K	Sell
2024 Q3	$972K	Buy
2024 Q2	$937K	Buy
2024 Q1	$549K	Sell
2023 Q4	$640K	Buy
2023 Q3	$432K	Sell
2023 Q2	$480K	Buy