IFP Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Sell |
1,544
-750
| -33% | -$71.7K | ﹤0.01% | 1422 |
|
|
2025
Q1 | $215K | Buy |
2,294
+228
| +11% | +$21.4K | 0.01% | 1140 |
|
|
2024
Q4 | $181K | Sell |
2,066
-1,151
| -36% | -$101K | 0.01% | 1166 |
|
|
2024
Q3 | $281K | Buy |
3,217
+4
| +0.1% | +$350 | 0.01% | 929 |
|
|
2024
Q2 | $254K | Buy |
3,213
+2,708
| +536% | +$214K | 0.01% | 924 |
|
|
2024
Q1 | $45.6K | Buy |
505
+48
| +11% | +$4.34K | ﹤0.01% | 1627 |
|
|
2023
Q4 | $40.1K | Sell |
457
-17
| -4% | -$1.49K | ﹤0.01% | 1630 |
|
|
2023
Q3 | $40K | Sell |
474
-358
| -43% | -$30.2K | ﹤0.01% | 1647 |
|
|
2023
Q2 | $82.2K | Buy |
832
+18
| +2% | +$1.78K | ﹤0.01% | 1404 |
|
|
2023
Q1 | $55.5K | Sell |
814
-739
| -48% | -$50.3K | ﹤0.01% | 1522 |
|
|
2022
Q4 | $123K | Buy |
1,553
+200
| +15% | +$15.8K | ﹤0.01% | 1633 |
|
|
2022
Q3 | $116K | Buy |
1,353
+29
| +2% | +$2.49K | ﹤0.01% | 1757 |
|
|
2022
Q2 | $114K | Hold |
1,324
| – | – | ﹤0.01% | 1603 |
|
|
2022
Q1 | $114K | Buy |
1,324
+691
| +109% | +$59.5K | ﹤0.01% | 1603 |
|
|
2021
Q4 | $48K | Buy |
633
+420
| +197% | +$31.8K | ﹤0.01% | 1540 |
|
|
2021
Q3 | $17K | Sell |
213
-38
| -15% | -$3.03K | ﹤0.01% | 1991 |
|
|
2021
Q2 | $20K | Buy |
251
+57
| +29% | +$4.54K | ﹤0.01% | 1917 |
|
|
2021
Q1 | $14K | Sell |
194
-786
| -80% | -$56.7K | ﹤0.01% | 1981 |
|
|
2020
Q4 | $69K | Buy |
980
+31
| +3% | +$2.18K | ﹤0.01% | 1307 |
|
|
2020
Q3 | $54K | Buy |
949
+80
| +9% | +$4.55K | ﹤0.01% | 1255 |
|
|
2020
Q2 | $53K | Sell |
869
-305
| -26% | -$18.6K | ﹤0.01% | 1189 |
|
|
2020
Q1 | $68K | Buy |
1,174
+1,109
| +1,706% | +$64.2K | 0.01% | 985 |
|
|
2019
Q4 | $4K | Buy |
65
+2
| +3% | +$123 | ﹤0.01% | 2247 |
|
|
2019
Q3 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 2406 |
|
|
2019
Q1 | – | Sell |
-82
| Closed | -$5K | – | 2599 |
|
|
2018
Q4 | $5K | Sell |
82
-403
| -83% | -$24.6K | ﹤0.01% | 2782 |
|
|
2018
Q3 | $32K | Sell |
485
-30
| -6% | -$1.98K | ﹤0.01% | 2144 |
|
|
2018
Q2 | $34K | Buy |
515
+19
| +4% | +$1.25K | ﹤0.01% | 2114 |
|
|
2018
Q1 | $32K | Hold |
496
| – | – | ﹤0.01% | 2064 |
|
|
2017
Q4 | $32K | Buy |
496
+22
| +5% | +$1.42K | ﹤0.01% | 2059 |
|
|
2017
Q3 | $31K | Sell |
474
-63
| -12% | -$4.12K | ﹤0.01% | 2286 |
|
|
2017
Q2 | $35K | Buy |
537
+63
| +13% | +$4.11K | ﹤0.01% | 2186 |
|
|
2017
Q1 | $29K | Buy |
474
+33
| +7% | +$2.02K | ﹤0.01% | 2234 |
|
|
2016
Q4 | $26K | Hold |
441
| – | – | ﹤0.01% | 2267 |
|
|
2016
Q3 | $26K | Hold |
441
| – | – | ﹤0.01% | 2219 |
|
|
2016
Q2 | $25K | Buy |
+441
| New | +$25K | ﹤0.01% | 2182 |
|
|
2016
Q1 | – | Sell |
-511
| Closed | -$28K | – | 2611 |
|
|
2015
Q4 | $28K | Buy |
+511
| New | +$28K | ﹤0.01% | 1950 |
|