Cary Street Partners Investment Advisory’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-627
| Closed | -$53.4K | – | 573 |
|
|
2024
Q4 | $53.4K | Sell |
627
-2,030
| -76% | -$173K | 0.04% | 315 |
|
|
2024
Q3 | $232K | Buy |
2,657
+7
| +0.3% | +$612 | 0.01% | 681 |
|
|
2024
Q2 | $209K | Buy |
2,650
+28
| +1% | +$2.21K | 0.01% | 703 |
|
|
2024
Q1 | $237K | Hold |
2,622
| – | – | 0.01% | 622 |
|
|
2023
Q4 | $230K | Sell |
2,622
-6
| -0.2% | -$527 | 0.01% | 581 |
|
|
2023
Q3 | $222K | Buy |
2,628
+2,104
| +402% | +$178K | 0.01% | 528 |
|
|
2023
Q2 | $51.8K | Hold |
524
| – | – | ﹤0.01% | 807 |
|
|
2023
Q1 | $50.3K | Hold |
524
| – | – | ﹤0.01% | 743 |
|
|
2022
Q4 | $47.6K | Buy |
+524
| New | +$47.6K | ﹤0.01% | 759 |
|
|
2020
Q4 | – | Sell |
-25
| Closed | -$1K | – | 482 |
|
|
2020
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 942 |
|