Allworth Financial’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
2,352
+523
| +29% | +$47.7K | ﹤0.01% | 1142 |
|
|
2025
Q1 | $157K | Buy |
1,829
+213
| +13% | +$18.3K | ﹤0.01% | 1032 |
|
|
2024
Q4 | $138K | Buy |
1,616
+304
| +23% | +$25.9K | ﹤0.01% | 1111 |
|
|
2024
Q3 | $115K | Sell |
1,312
-58
| -4% | -$5.07K | ﹤0.01% | 1022 |
|
|
2024
Q2 | $113K | Buy |
1,370
+477
| +53% | +$39.4K | ﹤0.01% | 1026 |
|
|
2024
Q1 | $80.7K | Buy |
893
+12
| +1% | +$1.08K | ﹤0.01% | 1095 |
|
|
2023
Q4 | $77.4K | Buy |
881
+34
| +4% | +$2.99K | ﹤0.01% | 1038 |
|
|
2023
Q3 | $71.6K | Buy |
847
+842
| +16,840% | +$71.1K | ﹤0.01% | 998 |
|
|
2023
Q2 | $495 | Sell |
5
-11
| -69% | -$1.09K | ﹤0.01% | 2904 |
|
|
2023
Q1 | $1.54K | Sell |
16
-198
| -93% | -$19K | ﹤0.01% | 2517 |
|
|
2022
Q4 | $19.5K | Buy |
214
+212
| +10,600% | +$19.3K | ﹤0.01% | 1374 |
|
|
2022
Q3 | $0 | Sell |
2
-229
| -99% | – | ﹤0.01% | 2759 |
|
|
2022
Q2 | $19K | Buy |
231
+226
| +4,520% | +$18.6K | ﹤0.01% | 1255 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2174 |
|
|
2021
Q4 | – | Sell |
-78
| Closed | -$6K | – | 1973 |
|
|
2021
Q3 | $6K | Buy |
+78
| New | +$6K | ﹤0.01% | 1467 |
|