OneDigital Investment Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
3,530
+504
| +17% | +$46K | ﹤0.01% | 1121 |
|
|
2025
Q1 | $277K | Buy |
3,026
+521
| +21% | +$47.7K | ﹤0.01% | 1150 |
|
|
2024
Q4 | $213K | Sell |
2,505
-42
| -2% | -$3.58K | ﹤0.01% | 1301 |
|
|
2024
Q3 | $223K | Buy |
+2,547
| New | +$223K | ﹤0.01% | 1308 |
|
|
2019
Q3 | – | Sell |
-340
| Closed | -$21K | – | 658 |
|
|
2019
Q2 | $21K | Sell |
340
-15
| -4% | -$926 | ﹤0.01% | 786 |
|
|
2019
Q1 | $19K | Buy |
355
+38
| +12% | +$2.03K | ﹤0.01% | 744 |
|
|
2018
Q4 | $19K | Buy |
+317
| New | +$19K | ﹤0.01% | 701 |
|
|
2018
Q3 | – | Sell |
-30
| Closed | -$2K | – | 1072 |
|
|
2018
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 1255 |
|
|
2018
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 1247 |
|
|
2017
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 1167 |
|
|
2017
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 974 |
|
|
2017
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1150 |
|