LRI Investments’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48K | Buy |
782
+26
| +3% | +$1.6K | ﹤0.01% | 557 |
|
|
2025
Q1 | $43.9K | Hold |
756
| – | – | ﹤0.01% | 554 |
|
|
2024
Q4 | $40.4K | Sell |
756
-500
| -40% | -$26.7K | ﹤0.01% | 555 |
|
|
2024
Q3 | $65.4K | Hold |
1,256
| – | – | 0.01% | 480 |
|
|
2024
Q2 | $35.1K | Buy |
1,256
+256
| +26% | +$7.16K | ﹤0.01% | 524 |
|
|
2024
Q1 | $26.9K | Buy |
+1,000
| New | +$26.9K | 0.01% | 339 |
|