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LFG
Larson Financial Group’s
Doximity
DOCS
Stock Holding History
Larson Financial Group’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
$14.2K
Sell
610
-205
-25%
-$6.39K
﹤0.01%
2035
2025
Q4
$36.1K
Sell
815
-65
-7%
-$3.65K
﹤0.01%
1411
2025
Q3
$64.4K
Buy
880
+108
+14%
+$7.04K
﹤0.01%
1053
2025
Q2
$47.4K
Sell
772
-57
-7%
-$3.18K
﹤0.01%
1092
2025
Q1
$48.1K
Buy
829
+73
+10%
+$4.61K
﹤0.01%
1038
2024
Q4
$40.4K
Buy
756
+250
+49%
+$12.2K
﹤0.01%
966
2024
Q3
$22K
Sell
506
-41
-7%
-$1.37K
﹤0.01%
1163
2024
Q2
$15.3K
Buy
547
+47
+9%
+$1.24K
﹤0.01%
1135
2024
Q1
$13.5K
Hold
500
–
–
﹤0.01%
979
2023
Q4
$14K
Hold
500
–
–
﹤0.01%
938
2023
Q3
$10.6K
Hold
500
–
–
﹤0.01%
974
2023
Q2
$17K
Hold
500
–
–
﹤0.01%
786
2023
Q1
$16.2K
Sell
500
-2
-0.4%
-$66
﹤0.01%
800
2022
Q4
$16.8K
Buy
502
+2
+0.4%
+$61
﹤0.01%
735
2022
Q3
$15K
Hold
500
–
–
﹤0.01%
691
2022
Q2
$17K
Hold
500
–
–
﹤0.01%
577
2022
Q1
$26K
Hold
500
–
–
﹤0.01%
485
2021
Q4
$25K
Hold
500
–
–
﹤0.01%
498
2021
Q3
$40K
Buy
500
+250
+100%
+$18.3K
0.01%
337
2021
Q2
$15K
Buy
+250
New
+$14K
﹤0.01%
488
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
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$63.9B AUM
45.56%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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