Evoke Wealth’s Doximity DOCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.3M Sell
265,333
-17,191
-6% -$1.05M 0.37% 39
2025
Q1
$16.4M Buy
282,524
+42,490
+18% +$2.47M 0.43% 38
2024
Q4
$12.8M Sell
240,034
-31,052
-11% -$1.66M 0.36% 39
2024
Q3
$11.8M Buy
+271,086
New +$11.8M 0.32% 42
2024
Q2
Sell
-15,466
Closed -$416K 179
2024
Q1
$416K Buy
+15,466
New +$416K 0.01% 280
2023
Q4
Sell
-10,057
Closed -$213K 163
2023
Q3
$213K Buy
10,057
+2,323
+30% +$49.3K 0.01% 345
2023
Q2
$263K Buy
+7,734
New +$263K 0.01% 304
2023
Q1
Sell
-697,883
Closed -$23.4M 357
2022
Q4
$23.4M Buy
697,883
+349,244
+100% +$11.7M 0.85% 27
2022
Q3
$10.5M Buy
348,639
+3,093
+0.9% +$93.5K 0.43% 28
2022
Q2
$12M Sell
345,546
-3,217
-0.9% -$112K 0.45% 30
2022
Q1
$18.2M Sell
348,763
-83,669
-19% -$4.36M 0.6% 29
2021
Q4
$21.7M Buy
+432,432
New +$21.7M 0.68% 27
2021
Q3
Sell
-405
Closed -$24K 1158
2021
Q2
$24K Buy
+405
New +$24K ﹤0.01% 623