IFP Advisors’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.2K | Buy |
1,470
+118
| +9% | +$7.24K | ﹤0.01% | 1692 |
|
|
2025
Q1 | $78.5K | Buy |
1,352
+24
| +2% | +$1.39K | ﹤0.01% | 1663 |
|
|
2024
Q4 | $70.9K | Buy |
1,328
+1,029
| +344% | +$54.9K | ﹤0.01% | 1651 |
|
|
2024
Q3 | $13K | Buy |
299
+288
| +2,618% | +$12.5K | ﹤0.01% | 2320 |
|
|
2024
Q2 | $308 | Buy |
+11
| New | +$308 | ﹤0.01% | 3121 |
|
|
2023
Q4 | – | Sell |
-92
| Closed | -$1.95K | – | 3112 |
|
|
2023
Q3 | $1.95K | Sell |
92
-8
| -8% | -$170 | ﹤0.01% | 2846 |
|
|
2023
Q2 | $3.4K | Buy |
100
+84
| +525% | +$2.86K | ﹤0.01% | 2675 |
|
|
2023
Q1 | $848 | Hold |
16
| – | – | ﹤0.01% | 3111 |
|
|
2022
Q4 | $1K | Sell |
16
-34
| -68% | -$2.13K | ﹤0.01% | 4324 |
|
|
2022
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 4015 |
|
|
2022
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 3766 |
|
|
2022
Q1 | $5K | Buy |
50
+40
| +400% | +$4K | ﹤0.01% | 3766 |
|
|
2021
Q4 | $1K | Sell |
10
-100
| -91% | -$10K | ﹤0.01% | 2929 |
|
|
2021
Q3 | $9K | Buy |
+110
| New | +$9K | ﹤0.01% | 2258 |
|