Clearstead Advisors’s Amdocs DOX Stock Holding History

Clearstead Advisors’s Portfolio DOX Stock Details DOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.21K	Hold
2025 Q1	$7.23K	Hold
2024 Q4	$6.73K	Hold
2024 Q3	$6.91K	Hold
2024 Q2	$6.24K	Hold
2024 Q1	$6.64K	Hold
2023 Q4	$6.94K	Sell
2023 Q3	$13.7K	Buy
2022 Q3	–	Sell
2022 Q2	$1K	Buy