KFG Wealth Management’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+2,312
| New | +$211K | 0.03% | 191 |
|
|
2025
Q1 | – | Sell |
-2,496
| Closed | -$213K | – | 194 |
|
|
2024
Q4 | $213K | Buy |
2,496
+189
| +8% | +$16.1K | 0.04% | 176 |
|
|
2024
Q3 | $202K | Sell |
2,307
-515
| -18% | -$45.1K | 0.04% | 180 |
|
|
2024
Q2 | $223K | Buy |
2,822
+82
| +3% | +$6.47K | 0.09% | 149 |
|
|
2024
Q1 | $248K | Sell |
2,740
-73
| -3% | -$6.6K | 0.1% | 137 |
|
|
2023
Q4 | $247K | Buy |
+2,813
| New | +$247K | 0.11% | 117 |
|