Dakota Wealth Management’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,161
| Closed | -$532K | – | 776 |
|
|
2025
Q1 | $532K | Buy |
+9,161
| New | +$532K | 0.01% | 492 |
|
|
2022
Q2 | – | Sell |
-23,167
| Closed | -$1.21M | – | 510 |
|
|
2022
Q1 | $1.21M | Buy |
23,167
+11,764
| +103% | +$613K | 0.1% | 184 |
|
|
2021
Q4 | $572K | Buy |
11,403
+4,183
| +58% | +$210K | 0.06% | 219 |
|
|
2021
Q3 | $583K | Buy |
+7,220
| New | +$583K | 0.07% | 204 |
|