Principal Securities’s Doximity DOCS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32K Buy
522
+187
+56% +$11.5K ﹤0.01% 2092
2025
Q1
$17.9K Hold
335
﹤0.01% 2262
2024
Q4
$17.9K Buy
335
+308
+1,141% +$16.4K ﹤0.01% 2260
2024
Q3
$1.18K Sell
27
-299
-92% -$13K ﹤0.01% 3099
2024
Q2
$9.12K Sell
326
-99
-23% -$2.77K ﹤0.01% 2439
2024
Q1
$11.4K Sell
425
-167
-28% -$4.49K ﹤0.01% 2268
2023
Q4
$16.6K Buy
+592
New +$16.6K ﹤0.01% 2024