Kestra Advisory Services’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,340
| Closed | -$136K | – | 2856 |
|
|
2025
Q1 | $136K | Buy |
+2,340
| New | +$136K | ﹤0.01% | 2550 |
|
|
2023
Q3 | – | Sell |
-8,472
| Closed | -$288K | – | 2137 |
|
|
2023
Q2 | $288K | Buy |
8,472
+1,973
| +30% | +$67.1K | ﹤0.01% | 1646 |
|
|
2023
Q1 | $210K | Sell |
6,499
-10,149
| -61% | -$329K | ﹤0.01% | 1809 |
|
|
2022
Q4 | $559K | Buy |
16,648
+431
| +3% | +$14.5K | 0.01% | 1348 |
|
|
2022
Q3 | $490K | Buy |
16,217
+993
| +7% | +$30K | 0.01% | 1327 |
|
|
2022
Q2 | $530K | Buy |
15,224
+5,555
| +57% | +$193K | 0.01% | 1300 |
|
|
2022
Q1 | $504K | Buy |
9,669
+4,279
| +79% | +$223K | 0.01% | 1295 |
|
|
2021
Q4 | $270K | Buy |
+5,390
| New | +$270K | ﹤0.01% | 1660 |
|