Jones Financial Companies’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
2,700
+1,809
| +203% | +$111K | ﹤0.01% | 1734 |
|
|
2025
Q1 | $52.1K | Buy |
891
+471
| +112% | +$27.6K | ﹤0.01% | 2045 |
|
|
2024
Q4 | $22.4K | Sell |
420
-42
| -9% | -$2.24K | ﹤0.01% | 2209 |
|
|
2024
Q3 | $19.8K | Buy |
462
+166
| +56% | +$7.12K | ﹤0.01% | 1954 |
|
|
2024
Q2 | $8.28K | Buy |
296
+12
| +4% | +$336 | ﹤0.01% | 1811 |
|
|
2024
Q1 | $7.64K | Buy |
284
+65
| +30% | +$1.75K | ﹤0.01% | 1112 |
|
|
2023
Q4 | $6.14K | Buy |
219
+160
| +271% | +$4.49K | ﹤0.01% | 738 |
|
|
2023
Q3 | $1.25K | Buy |
+59
| New | +$1.25K | ﹤0.01% | 610 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | – | – | 578 |
|
|
2022
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 752 |
|