Greenleaf Trust’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+2,398
| New | +$219K | ﹤0.01% | 740 |
|
|
2023
Q2 | – | Sell |
-2,096
| Closed | -$201K | – | 777 |
|
|
2023
Q1 | $201K | Sell |
2,096
-1,311
| -38% | -$126K | ﹤0.01% | 736 |
|
|
2022
Q4 | $310K | Buy |
3,407
+84
| +3% | +$7.64K | ﹤0.01% | 572 |
|
|
2022
Q3 | $264K | Buy |
3,323
+4
| +0.1% | +$318 | ﹤0.01% | 578 |
|
|
2022
Q2 | $277K | Sell |
3,319
-232
| -7% | -$19.4K | ﹤0.01% | 574 |
|
|
2022
Q1 | $292K | Buy |
3,551
+141
| +4% | +$11.6K | ﹤0.01% | 605 |
|
|
2021
Q4 | $255K | Buy |
+3,410
| New | +$255K | ﹤0.01% | 650 |
|
|
2019
Q1 | – | Sell |
-3,797
| Closed | -$222K | – | 534 |
|
|
2018
Q4 | $222K | Buy |
3,797
+101
| +3% | +$5.91K | ﹤0.01% | 427 |
|
|
2018
Q3 | $244K | Sell |
3,696
-426
| -10% | -$28.1K | ﹤0.01% | 452 |
|
|
2018
Q2 | $273K | Sell |
4,122
-49,667
| -92% | -$3.29M | 0.01% | 407 |
|
|
2018
Q1 | $3.59M | Sell |
53,789
-79
| -0.1% | -$5.27K | 0.07% | 65 |
|
|
2017
Q4 | $3.53M | Buy |
53,868
+886
| +2% | +$58K | 0.07% | 67 |
|
|
2017
Q3 | $3.41M | Sell |
52,982
-3,771
| -7% | -$243K | 0.07% | 68 |
|
|
2017
Q2 | $3.66M | Sell |
56,753
-2,558
| -4% | -$165K | 0.08% | 61 |
|
|
2017
Q1 | $3.62M | Sell |
59,311
-3,798
| -6% | -$232K | 0.09% | 59 |
|
|
2016
Q4 | $3.68M | Sell |
63,109
-565
| -0.9% | -$32.9K | 0.1% | 63 |
|
|
2016
Q3 | $3.68M | Buy |
63,674
+40
| +0.1% | +$2.31K | 0.1% | 62 |
|
|
2016
Q2 | $3.67M | Buy |
+63,634
| New | +$3.67M | 0.09% | 61 |
|
|
2016
Q1 | – | Sell |
-3,749
| Closed | -$205K | – | 166 |
|
|
2015
Q4 | $205K | Sell |
3,749
-450
| -11% | -$24.6K | 0.01% | 160 |
|
|
2015
Q3 | $239K | Hold |
4,199
| – | – | 0.01% | 159 |
|
|
2015
Q2 | $229K | Hold |
4,199
| – | – | 0.01% | 146 |
|
|
2015
Q1 | $228K | Buy |
+4,199
| New | +$228K | 0.01% | 143 |
|