Kestra Advisory Services’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,470
| Closed | -$226K | – | 2858 |
|
|
2025
Q1 | $226K | Sell |
2,470
-322
| -12% | -$29.5K | ﹤0.01% | 2393 |
|
|
2024
Q4 | $238K | Sell |
2,792
-820
| -23% | -$69.8K | ﹤0.01% | 2378 |
|
|
2024
Q3 | $316K | Buy |
3,612
+655
| +22% | +$57.3K | ﹤0.01% | 2048 |
|
|
2024
Q2 | $233K | Buy |
2,957
+169
| +6% | +$13.3K | ﹤0.01% | 2288 |
|
|
2024
Q1 | $252K | Buy |
2,788
+240
| +9% | +$21.7K | ﹤0.01% | 2130 |
|
|
2023
Q4 | $224K | Buy |
2,548
+92
| +4% | +$8.08K | ﹤0.01% | 2034 |
|
|
2023
Q3 | $208K | Buy |
2,456
+82
| +3% | +$6.93K | ﹤0.01% | 1912 |
|
|
2023
Q2 | $235K | Buy |
2,374
+175
| +8% | +$17.3K | ﹤0.01% | 1811 |
|
|
2023
Q1 | $211K | Sell |
2,199
-2,886
| -57% | -$277K | ﹤0.01% | 1806 |
|
|
2022
Q4 | $462K | Buy |
+5,085
| New | +$462K | ﹤0.01% | 1456 |
|
|
2022
Q3 | – | Sell |
-3,463
| Closed | -$289K | – | 2135 |
|
|
2022
Q2 | $289K | Buy |
+3,463
| New | +$289K | ﹤0.01% | 1651 |
|