OneDigital Investment Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
2,420
-22
| -0.9% | -$4.42K | 0.01% | 909 |
|
|
2025
Q1 | $422K | Sell |
2,442
-133
| -5% | -$23K | 0.01% | 921 |
|
|
2024
Q4 | $413K | Sell |
2,575
-3,125
| -55% | -$501K | ﹤0.01% | 966 |
|
|
2024
Q3 | $972K | Buy |
5,700
+140
| +3% | +$23.9K | 0.01% | 661 |
|
|
2024
Q2 | $937K | Buy |
5,560
+2,036
| +58% | +$343K | 0.01% | 648 |
|
|
2024
Q1 | $549K | Sell |
3,524
-851
| -19% | -$133K | 0.01% | 711 |
|
|
2023
Q4 | $640K | Buy |
4,375
+842
| +24% | +$123K | 0.01% | 628 |
|
|
2023
Q3 | $432K | Sell |
3,533
-26
| -0.7% | -$3.18K | 0.01% | 690 |
|
|
2023
Q2 | $480K | Buy |
+3,559
| New | +$480K | 0.01% | 659 |
|