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 |
|