Freestone Capital Holdings’s Doximity DOCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.89M Hold
47,162
0.1% 137
2025
Q1
$2.74M Sell
47,162
-20
-0% -$1.16K 0.1% 134
2024
Q4
$2.52M Hold
47,182
0.09% 146
2024
Q3
$2.06M Sell
47,182
-1,484
-3% -$64.7K 0.07% 163
2024
Q2
$1.36M Hold
48,666
0.05% 187
2024
Q1
$1.31M Hold
48,666
0.05% 186
2023
Q4
$1.36M Hold
48,666
0.06% 176
2023
Q3
$1.03M Hold
48,666
0.05% 169
2023
Q2
$1.66M Hold
48,666
0.07% 155
2023
Q1
$1.58M Buy
48,666
+4,244
+10% +$137K 0.07% 155
2022
Q4
$1.49M Hold
44,422
0.07% 157
2022
Q3
$1.34M Hold
44,422
0.06% 180
2022
Q2
$1.55M Buy
44,422
+4,422
+11% +$154K 0.06% 182
2022
Q1
$2.08M Buy
+40,000
New +$2.08M 0.08% 185