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Dakota Wealth Management’s Doximity DOCS Stock Holding History

Dakota Wealth Management’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
Q4 		– Sell
-6,768
Closed -$495K – 789
2025
Q3 		$495K Buy
+6,768
New +$441K 0.01% 476
2025
Q2 		– Sell
-9,161
Closed -$532K – 776
2025
Q1 		$532K Buy
+9,161
New +$578K 0.01% 496
2022
Q2 		– Sell
-23,167
Closed -$1.21M – 519
2022
Q1 		$1.21M Buy
23,167
+11,764
+103% +$592K 0.1% 185
2021
Q4 		$572K Buy
11,403
+4,183
+58% +$272K 0.06% 219
2021
Q3 		$583K Buy
+7,220
New +$528K 0.07% 205

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