LPL Financial’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Sell |
87,462
-19,763
| -18% | -$1.21M | ﹤0.01% | 2239 |
|
|
2025
Q1 | $6.22M | Buy |
107,225
+31,468
| +42% | +$1.83M | ﹤0.01% | 1973 |
|
|
2024
Q4 | $4.04M | Buy |
75,757
+3,967
| +6% | +$212K | ﹤0.01% | 2235 |
|
|
2024
Q3 | $3.13M | Buy |
71,790
+13,413
| +23% | +$584K | ﹤0.01% | 2321 |
|
|
2024
Q2 | $1.63M | Buy |
58,377
+1,258
| +2% | +$35.2K | ﹤0.01% | 2767 |
|
|
2024
Q1 | $1.54M | Buy |
57,119
+848
| +2% | +$22.8K | ﹤0.01% | 2759 |
|
|
2023
Q4 | $1.58M | Sell |
56,271
-3,230
| -5% | -$90.6K | ﹤0.01% | 2622 |
|
|
2023
Q3 | $1.26M | Buy |
59,501
+1,388
| +2% | +$29.5K | ﹤0.01% | 2685 |
|
|
2023
Q2 | $1.98M | Buy |
58,113
+1,635
| +3% | +$55.6K | ﹤0.01% | 2254 |
|
|
2023
Q1 | $1.83M | Buy |
56,478
+9,004
| +19% | +$292K | ﹤0.01% | 2211 |
|
|
2022
Q4 | $1.59M | Sell |
47,474
-918
| -2% | -$30.8K | ﹤0.01% | 2258 |
|
|
2022
Q3 | $1.46M | Buy |
48,392
+2,055
| +4% | +$62.1K | ﹤0.01% | 2223 |
|
|
2022
Q2 | $1.61M | Buy |
+46,337
| New | +$1.61M | ﹤0.01% | 2189 |
|
|
2022
Q1 | – | Sell |
-19,506
| Closed | -$978K | – | 4227 |
|
|
2021
Q4 | $978K | Buy |
19,506
+6,024
| +45% | +$302K | ﹤0.01% | 2671 |
|
|
2021
Q3 | $1.09M | Buy |
+13,482
| New | +$1.09M | ﹤0.01% | 2533 |
|