Financial Counselors Inc’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,312
| Closed | -$303K | – | 162 |
|
2025
Q1 | $303K | Sell |
3,312
-1,223
| -27% | -$112K | ﹤0.01% | 502 |
|
2024
Q4 | $386K | Hold |
4,535
| – | – | 0.01% | 452 |
|
2024
Q3 | $397K | Buy |
4,535
+459
| +11% | +$40.2K | 0.01% | 466 |
|
2024
Q2 | $322K | Sell |
4,076
-4
| -0.1% | -$316 | 0.01% | 475 |
|
2024
Q1 | $369K | Buy |
4,080
+314
| +8% | +$28.4K | 0.01% | 454 |
|
2023
Q4 | $331K | Sell |
3,766
-303
| -7% | -$26.6K | 0.01% | 467 |
|
2023
Q3 | $344K | Sell |
4,069
-214
| -5% | -$18.1K | 0.01% | 442 |
|
2023
Q2 | $423K | Hold |
4,283
| – | – | 0.01% | 384 |
|
2023
Q1 | $411K | Hold |
4,283
| – | – | 0.01% | 389 |
|
2022
Q4 | $389K | Hold |
4,283
| – | – | 0.01% | 399 |
|
2022
Q3 | $340K | Sell |
4,283
-27
| -0.6% | -$2.14K | 0.01% | 399 |
|
2022
Q2 | $359K | Buy |
4,310
+379
| +10% | +$31.6K | 0.01% | 399 |
|
2022
Q1 | $323K | Buy |
3,931
+656
| +20% | +$53.9K | 0.01% | 416 |
|
2021
Q4 | $245K | Sell |
3,275
-342
| -9% | -$25.6K | 0.01% | 463 |
|
2021
Q3 | $274K | Sell |
3,617
-25
| -0.7% | -$1.89K | 0.01% | 465 |
|
2021
Q2 | $282K | Sell |
3,642
-67
| -2% | -$5.19K | 0.01% | 462 |
|
2021
Q1 | $260K | Buy |
3,709
+65
| +2% | +$4.56K | 0.01% | 472 |
|
2020
Q4 | $258K | Sell |
3,644
-6
| -0.2% | -$425 | 0.01% | 467 |
|
2020
Q3 | $210K | Sell |
3,650
-140
| -4% | -$8.06K | 0.01% | 465 |
|
2020
Q2 | $231K | Sell |
3,790
-426
| -10% | -$26K | 0.01% | 457 |
|
2020
Q1 | $232K | Buy |
4,216
+76
| +2% | +$4.18K | 0.01% | 399 |
|
2019
Q4 | $299K | Hold |
4,140
| – | – | 0.01% | 425 |
|
2019
Q3 | $274K | Buy |
+4,140
| New | +$274K | 0.01% | 434 |
|
2019
Q1 | – | Sell |
-5,190
| Closed | -$304K | – | 533 |
|
2018
Q4 | $304K | Hold |
5,190
| – | – | 0.02% | 366 |
|
2018
Q3 | $342K | Buy |
5,190
+6
| +0.1% | +$395 | 0.02% | 383 |
|
2018
Q2 | $343K | Sell |
5,184
-19
| -0.4% | -$1.26K | 0.02% | 378 |
|
2018
Q1 | $347K | Hold |
5,203
| – | – | 0.02% | 378 |
|
2017
Q4 | $341K | Sell |
5,203
-141
| -3% | -$9.24K | 0.02% | 381 |
|
2017
Q3 | $344K | Buy |
5,344
+38
| +0.7% | +$2.45K | 0.02% | 381 |
|
2017
Q2 | $342K | Buy |
5,306
+179
| +3% | +$11.5K | 0.02% | 377 |
|
2017
Q1 | $313K | Buy |
5,127
+70
| +1% | +$4.27K | 0.02% | 395 |
|
2016
Q4 | $295K | Buy |
+5,057
| New | +$295K | 0.02% | 398 |
|