Creative Planning’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
30,524
+8,755
| +40% | +$799K | ﹤0.01% | 1080 |
|
|
2025
Q1 | $1.99M | Buy |
21,769
+4,892
| +29% | +$448K | ﹤0.01% | 1176 |
|
|
2024
Q4 | $1.44M | Buy |
16,877
+1,766
| +12% | +$150K | ﹤0.01% | 1365 |
|
|
2024
Q3 | $1.32M | Buy |
15,111
+4,104
| +37% | +$359K | ﹤0.01% | 1314 |
|
|
2024
Q2 | $869K | Buy |
11,007
+6,069
| +123% | +$479K | ﹤0.01% | 1512 |
|
|
2024
Q1 | $446K | Buy |
4,938
+618
| +14% | +$55.9K | ﹤0.01% | 1926 |
|
|
2023
Q4 | $380K | Buy |
4,320
+448
| +12% | +$39.4K | ﹤0.01% | 1909 |
|
|
2023
Q3 | $327K | Buy |
3,872
+34
| +0.9% | +$2.87K | ﹤0.01% | 1852 |
|
|
2023
Q2 | $379K | Sell |
3,838
-171
| -4% | -$16.9K | ﹤0.01% | 1725 |
|
|
2023
Q1 | $385K | Buy |
4,009
+191
| +5% | +$18.3K | ﹤0.01% | 1640 |
|
|
2022
Q4 | $347K | Buy |
+3,818
| New | +$347K | ﹤0.01% | 1625 |
|
|
2022
Q3 | – | Sell |
-2,489
| Closed | -$207K | – | 2253 |
|
|
2022
Q2 | $207K | Buy |
+2,489
| New | +$207K | ﹤0.01% | 1854 |
|
|
2021
Q4 | – | Sell |
-2,900
| Closed | -$220K | – | 2104 |
|
|
2021
Q3 | $220K | Buy |
+2,900
| New | +$220K | ﹤0.01% | 1801 |
|
|
2018
Q3 | – | Sell |
-5,213
| Closed | -$345K | – | 1947 |
|
|
2018
Q2 | $345K | Sell |
5,213
-99
| -2% | -$6.55K | ﹤0.01% | 1271 |
|
|
2018
Q1 | $354K | Buy |
5,312
+155
| +3% | +$10.3K | ﹤0.01% | 1250 |
|
|
2017
Q4 | $338K | Buy |
5,157
+340
| +7% | +$22.3K | ﹤0.01% | 1282 |
|
|
2017
Q3 | $310K | Buy |
4,817
+2,914
| +153% | +$188K | ﹤0.01% | 1304 |
|
|
2017
Q2 | $123K | Sell |
1,903
-295
| -13% | -$19.1K | ﹤0.01% | 1819 |
|
|
2017
Q1 | $134K | Buy |
2,198
+847
| +63% | +$51.6K | ﹤0.01% | 1753 |
|
|
2016
Q4 | $79K | Sell |
1,351
-57
| -4% | -$3.33K | ﹤0.01% | 2010 |
|
|
2016
Q3 | $81K | Buy |
1,408
+640
| +83% | +$36.8K | ﹤0.01% | 1967 |
|
|
2016
Q2 | $44K | Sell |
768
-260
| -25% | -$14.9K | ﹤0.01% | 2200 |
|
|
2016
Q1 | $62K | Sell |
1,028
-80
| -7% | -$4.83K | ﹤0.01% | 1926 |
|
|
2015
Q4 | $60K | Buy |
1,108
+85
| +8% | +$4.6K | ﹤0.01% | 1945 |
|
|
2015
Q3 | $58K | Buy |
+1,023
| New | +$58K | ﹤0.01% | 1924 |
|
|
2015
Q2 | – | Sell |
-513
| Closed | -$28K | – | 1502 |
|
|
2015
Q1 | $28K | Buy |
513
+500
| +3,846% | +$27.3K | ﹤0.01% | 2425 |
|
|
2014
Q4 | $1K | Sell |
13
-67
| -84% | -$5.15K | ﹤0.01% | 3842 |
|
|
2014
Q3 | $4K | Buy |
80
+47
| +142% | +$2.35K | ﹤0.01% | 3315 |
|
|
2014
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 3397 |
|
|
2014
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 3264 |
|
|
2013
Q4 | $1K | Sell |
33
-440
| -93% | -$13.3K | ﹤0.01% | 3203 |
|
|
2013
Q3 | $17K | Buy |
473
+310
| +190% | +$11.1K | ﹤0.01% | 2184 |
|
|
2013
Q2 | $6K | Buy |
+163
| New | +$6K | ﹤0.01% | 2470 |
|