Commonwealth Equity Services
DOCS icon

Commonwealth Equity Services’s Doximity DOCS Stock Holding History

Commonwealth Equity Services’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
2026
Q1 		$364K Buy
15,630
+8,729
+126% +$272K ﹤0.01% 3507
2025
Q4 		$306K Sell
6,901
-697
-9% -$39.1K ﹤0.01% 3638
2025
Q3 		$556K Buy
7,598
+677
+10% +$44.1K ﹤0.01% 3090
2025
Q2 		$425K Buy
6,921
+2,885
+71% +$161K ﹤0.01% 3292
2025
Q1 		$234K Sell
4,036
-2,166
-35% -$137K ﹤0.01% 3710
2024
Q4 		$331K Sell
6,202
-1,870
-23% -$91.6K ﹤0.01% 3324
2024
Q3 		$352K Sell
8,072
-4,459
-36% -$149K ﹤0.01% 3211
2024
Q2 		$350K Sell
12,531
-8,472
-40% -$223K ﹤0.01% 3166
2024
Q1 		$565K Sell
21,003
-522
-2% -$14.9K ﹤0.01% 2731
2023
Q4 		$604K Sell
21,525
-766
-3% -$18.1K ﹤0.01% 2553
2023
Q3 		$473K Sell
22,291
-1,156
-5% -$31.6K ﹤0.01% 2647
2023
Q2 		$798K Buy
23,447
+13,729
+141% +$457K ﹤0.01% 2257
2023
Q1 		$314 Sell
9,718
-165
-2% -$5.47K ﹤0.01% 2935
2022
Q4 		$331K Buy
9,883
+2,805
+40% +$85.7K ﹤0.01% 2790
2022
Q3 		$213K Buy
+7,078
New +$259K ﹤0.01% 3114
2021
Q4 		– Sell
-2,504
Closed -$202K – 3671
2021
Q3 		$202K Buy
+2,504
New +$183K ﹤0.01% 3264

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