Allworth Financial’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
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|
2025
Q1 | $157K | Buy |
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|
2024
Q4 | $138K | Buy |
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|
2024
Q3 | $115K | Sell |
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|
2024
Q2 | $113K | Buy |
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|
2024
Q1 | $80.7K | Buy |
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|
2023
Q4 | $77.4K | Buy |
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|
2023
Q3 | $71.6K | Buy |
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|
2023
Q2 | $495 | Sell |
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|
2023
Q1 | $1.54K | Sell |
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|
2022
Q4 | $19.5K | Buy |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | $0 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6K | Buy |
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