Atria Investments’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Buy |
10,142
+2,116
| +26% | +$193K | 0.01% | 1078 |
|
|
2025
Q1 | $734K | Sell |
8,026
-21
| -0.3% | -$1.92K | 0.01% | 1138 |
|
|
2024
Q4 | $685K | Sell |
8,047
-1,361
| -14% | -$116K | 0.01% | 1163 |
|
|
2024
Q3 | $823K | Buy |
9,408
+634
| +7% | +$55.5K | 0.01% | 1077 |
|
|
2024
Q2 | $692K | Buy |
+8,774
| New | +$692K | 0.01% | 1135 |
|
|
2022
Q1 | – | Sell |
-15,809
| Closed | -$1.18M | – | 870 |
|
|
2021
Q4 | $1.18M | Sell |
15,809
-4,471
| -22% | -$335K | 0.02% | 766 |
|
|
2021
Q3 | $1.54M | Buy |
20,280
+3,450
| +20% | +$261K | 0.03% | 631 |
|
|
2021
Q2 | $1.3M | Buy |
+16,830
| New | +$1.3M | 0.03% | 673 |
|
|
2020
Q2 | – | Sell |
-9,016
| Closed | -$496K | – | 591 |
|
|
2020
Q1 | $496K | Buy |
9,016
+166
| +2% | +$9.13K | 0.04% | 354 |
|
|
2019
Q4 | $639K | Buy |
8,850
+4,167
| +89% | +$301K | 0.02% | 696 |
|
|
2019
Q3 | $310K | Sell |
4,683
-161
| -3% | -$10.7K | 0.01% | 706 |
|
|
2019
Q2 | $308K | Buy |
+4,844
| New | +$308K | 0.01% | 732 |
|
|
2019
Q1 | – | Sell |
-4,612
| Closed | -$270K | – | 953 |
|
|
2018
Q4 | $270K | Buy |
4,612
+346
| +8% | +$20.3K | 0.01% | 688 |
|
|
2018
Q3 | $281K | Buy |
4,266
+652
| +18% | +$42.9K | 0.01% | 796 |
|
|
2018
Q2 | $239K | Sell |
3,614
-951
| -21% | -$62.9K | 0.01% | 821 |
|
|
2018
Q1 | $305K | Buy |
4,565
+589
| +15% | +$39.4K | 0.01% | 671 |
|
|
2017
Q4 | $260K | Buy |
3,976
+80
| +2% | +$5.23K | 0.01% | 700 |
|
|
2017
Q3 | $251K | Buy |
3,896
+508
| +15% | +$32.7K | 0.01% | 666 |
|
|
2017
Q2 | $218K | Buy |
+3,388
| New | +$218K | 0.01% | 674 |
|
|
2017
Q1 | – | Sell |
-3,932
| Closed | -$229K | – | 682 |
|
|
2016
Q4 | $229K | Buy |
+3,932
| New | +$229K | 0.02% | 566 |
|
|
2014
Q1 | – | Sell |
-5,646
| Closed | -$233K | – | 428 |
|
|
2013
Q4 | $233K | Buy |
+5,646
| New | +$233K | 0.02% | 415 |
|