Avantax Advisory Services’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.04M | Buy |
11,382
+266
| +2% | +$24.3K | 0.01% | 1151 |
|
2025
Q1 | $1.02M | Buy |
11,116
+511
| +5% | +$46.8K | 0.01% | 1085 |
|
2024
Q4 | $903K | Sell |
10,605
-87
| -0.8% | -$7.41K | 0.01% | 1089 |
|
2024
Q3 | $935K | Sell |
10,692
-5,730
| -35% | -$501K | 0.01% | 1068 |
|
2024
Q2 | $1.3M | Buy |
16,422
+8,583
| +109% | +$677K | 0.01% | 848 |
|
2024
Q1 | $708K | Buy |
7,839
+1,024
| +15% | +$92.5K | 0.01% | 890 |
|
2023
Q4 | $599K | Buy |
6,815
+799
| +13% | +$70.2K | 0.01% | 912 |
|
2023
Q3 | $508K | Buy |
+6,016
| New | +$508K | 0.01% | 941 |
|
2021
Q4 | – | Sell |
-3,498
| Closed | -$262K | – | 1252 |
|
2021
Q3 | $262K | Buy |
3,498
+309
| +10% | +$23.1K | ﹤0.01% | 983 |
|
2021
Q2 | $244K | Sell |
3,189
-41
| -1% | -$3.14K | ﹤0.01% | 993 |
|
2021
Q1 | $227K | Sell |
3,230
-113
| -3% | -$7.94K | ﹤0.01% | 921 |
|
2020
Q4 | $237K | Sell |
3,343
-2,988
| -47% | -$212K | 0.01% | 822 |
|
2020
Q3 | $364K | Sell |
6,331
-144
| -2% | -$8.28K | 0.01% | 935 |
|
2020
Q2 | $395K | Sell |
6,475
-14
| -0.2% | -$854 | 0.01% | 543 |
|
2020
Q1 | $358K | Buy |
6,489
+1,331
| +26% | +$73.4K | 0.01% | 518 |
|
2019
Q4 | $371K | Buy |
5,158
+162
| +3% | +$11.7K | 0.01% | 567 |
|
2019
Q3 | $330K | Buy |
4,996
+642
| +15% | +$42.4K | 0.01% | 416 |
|
2019
Q2 | $270K | Sell |
4,354
-61
| -1% | -$3.78K | 0.01% | 418 |
|
2019
Q1 | $239K | Buy |
4,415
+15
| +0.3% | +$812 | 0.01% | 416 |
|
2018
Q4 | $259K | Buy |
+4,400
| New | +$259K | 0.04% | 324 |
|