Capstone Investment Advisors’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
+11,912
| New | +$731K | ﹤0.01% | 458 |
|
|
2024
Q3 | – | Sell |
-9,463
| Closed | -$265K | – | 924 |
|
|
2024
Q2 | $265K | Sell |
9,463
-3,243
| -26% | -$90.7K | ﹤0.01% | 805 |
|
|
2024
Q1 | $342K | Buy |
12,706
+5,372
| +73% | +$145K | ﹤0.01% | 972 |
|
|
2023
Q4 | $206K | Buy |
+7,334
| New | +$206K | ﹤0.01% | 854 |
|
|
2021
Q3 | – | Sell |
-30,000
| Closed | -$1.75M | – | 960 |
|
|
2021
Q2 | $1.75M | Buy |
+30,000
| New | +$1.75M | ﹤0.01% | 265 |
|