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 Q3	$495K	Buy
2025 Q2	–	Sell
2025 Q1	$532K	Buy
2022 Q2	–	Sell
2022 Q1	$1.21M	Buy
2021 Q4	$572K	Buy
2021 Q3	$583K	Buy