OneDigital Investment Advisors’s UNIFI UFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Hold |
23,000
| – | – | ﹤0.01% | 1406 |
|
|
2025
Q1 | $111K | Hold |
23,000
| – | – | ﹤0.01% | 1359 |
|
|
2024
Q4 | $144K | Buy |
23,000
+8,000
| +53% | +$50K | ﹤0.01% | 1351 |
|
|
2024
Q3 | $110K | Buy |
15,000
+3,000
| +25% | +$22K | ﹤0.01% | 1396 |
|
|
2024
Q2 | $70.7K | Hold |
12,000
| – | – | ﹤0.01% | 1332 |
|
|
2024
Q1 | $71.9K | Sell |
12,000
-25
| -0.2% | -$150 | ﹤0.01% | 1062 |
|
|
2023
Q4 | $80.1K | Buy |
12,025
+25
| +0.2% | +$167 | ﹤0.01% | 1079 |
|
|
2023
Q3 | $85.2K | Hold |
12,000
| – | – | ﹤0.01% | 958 |
|
|
2023
Q2 | $96.8K | Buy |
+12,000
| New | +$96.8K | ﹤0.01% | 978 |
|