Clearstead Advisors’s Doximity DOCS Stock Holding History

Clearstead Advisors’s Portfolio DOCS Stock Details DOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$40.8K	Buy
2025 Q1	$20K	Sell
2024 Q4	$20.4K	Buy
2024 Q3	$7.1K	Buy
2024 Q2	$1.76K	Sell
2024 Q1	$6.14K	Hold
2023 Q4	$7.49K	Buy
2022 Q1	–	Sell
2021 Q4	$4K	Buy
2021 Q3	$7K	Buy