OneDigital Investment Advisors’s TrueCar TRUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
156,213
+2,644
+2% +$5.02K ﹤0.01% 1175
2025
Q1
$243K Buy
153,569
+14,155
+10% +$22.4K ﹤0.01% 1230
2024
Q4
$520K Buy
139,414
+17,193
+14% +$64.1K 0.01% 870
2024
Q3
$422K Buy
122,221
+1,542
+1% +$5.32K ﹤0.01% 1007
2024
Q2
$378K Buy
120,679
+10,684
+10% +$33.4K ﹤0.01% 1005
2024
Q1
$373K Buy
109,995
+1,631
+2% +$5.53K 0.01% 841
2023
Q4
$375K Sell
108,364
-3,724
-3% -$12.9K 0.01% 834
2023
Q3
$232K Buy
112,088
+2,378
+2% +$4.92K 0.01% 892
2023
Q2
$248K Buy
109,710
+25,512
+30% +$57.7K 0.01% 889
2023
Q1
$194K Buy
+84,198
New +$194K ﹤0.01% 919