KAS
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Kestra Advisory Services’s Doximity DOCS Stock Holding History

Kestra Advisory Services’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,962
Closed -$86.9K – 3432
2025
Q4 		$86.9K Buy
+1,962
New +$110K ﹤0.01% 3542
2025
Q2 		– Sell
-2,340
Closed -$136K – 2864
2025
Q1 		$136K Buy
+2,340
New +$148K ﹤0.01% 2551
2023
Q3 		– Sell
-8,472
Closed -$288K – 2137
2023
Q2 		$288K Buy
8,472
+1,973
+30% +$65.7K ﹤0.01% 1646
2023
Q1 		$210K Sell
6,499
-10,149
-61% -$337K ﹤0.01% 1809
2022
Q4 		$559K Buy
16,648
+431
+3% +$13.2K 0.01% 1348
2022
Q3 		$490K Buy
16,217
+993
+7% +$36.4K 0.01% 1327
2022
Q2 		$530K Buy
15,224
+5,555
+57% +$219K 0.01% 1300
2022
Q1 		$504K Buy
9,669
+4,279
+79% +$215K 0.01% 1295
2021
Q4 		$270K Buy
+5,390
New +$351K ﹤0.01% 1660

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