Jones Financial Companies’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Buy |
1,252
+128
| +11% | +$11.6K | ﹤0.01% | 1881 |
|
|
2025
Q1 | $102K | Buy |
1,124
+707
| +170% | +$64.3K | ﹤0.01% | 1766 |
|
|
2024
Q4 | $35.5K | Buy |
+417
| New | +$35.5K | ﹤0.01% | 2015 |
|
|
2024
Q3 | – | Sell |
-354
| Closed | -$28K | – | 3043 |
|
|
2024
Q2 | $28K | Buy |
354
+301
| +568% | +$23.8K | ﹤0.01% | 1447 |
|
|
2024
Q1 | $4.79K | Buy |
+53
| New | +$4.79K | ﹤0.01% | 1174 |
|
|
2022
Q3 | – | Sell |
-75
| Closed | -$6K | – | 580 |
|
|
2022
Q2 | $6K | Sell |
75
-59
| -44% | -$4.72K | ﹤0.01% | 524 |
|
|
2022
Q1 | $11K | Hold |
134
| – | – | ﹤0.01% | 498 |
|
|
2021
Q4 | $10K | Hold |
134
| – | – | ﹤0.01% | 549 |
|
|
2021
Q3 | $10K | Hold |
134
| – | – | ﹤0.01% | 496 |
|
|
2021
Q2 | $10K | Buy |
134
+59
| +79% | +$4.4K | ﹤0.01% | 473 |
|
|
2021
Q1 | $5K | Sell |
75
-33
| -31% | -$2.2K | ﹤0.01% | 615 |
|
|
2020
Q4 | $8K | Buy |
+108
| New | +$8K | ﹤0.01% | 452 |
|