Newbridge Financial Services Group’s Doximity DOCS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-15	Closed	-$664	–	1211
2025 Q4	$664	Hold	15	–	–	﹤0.01%	1102
2025 Q3	$1.1K	Hold	15	–	–	﹤0.01%	1178
2025 Q2	$920	Sell	15 -65	-81%	-$3.63K	﹤0.01%	1209
2025 Q1	$4.64K	Sell	80 -6,700	-99%	-$423K	﹤0.01%	807
2024 Q4	$362K	Buy	+6,780	New	+$332K	0.09%	145
2024 Q2	–	Sell	-1,625	Closed	-$43.7K	–	1129
2024 Q1	$43.7K	Sell	1,625 -2,385	-59%	-$68K	0.02%	420
2023 Q4	$112K	Sell	4,010 -470	-10%	-$11.1K	0.05%	259
2023 Q3	$95.1K	Buy	4,480 +325	+8%	+$8.87K	0.05%	310
2023 Q2	$141K	Sell	4,155 -425	-9%	-$14.2K	0.07%	252
2023 Q1	$148K	Hold	4,580	–	–	0.08%	244
2022 Q4	$154K	Buy	4,580 +200	+5%	+$6.11K	0.09%	222
2022 Q3	$132K	Sell	4,380 -75	-2%	-$2.75K	0.08%	247
2022 Q2	$155K	Sell	4,455 -65	-1%	-$2.56K	0.1%	197
2022 Q1	$235K	Sell	4,520 -1,570	-26%	-$79K	0.12%	170
2021 Q4	$305K	Sell	6,090 -35	-0.6%	-$2.28K	0.14%	148
2021 Q3	$494K	Buy	6,125 +6,025	+6,025%	+$441K	0.31%	75
2021 Q2	$6K	Buy	+100	New	+$5.61K	﹤0.01%	1077