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RFG Advisory’s Doximity DOCS Stock Holding History

RFG Advisory’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,726
Closed -$665K – 715
2024
Q1 		$665K Buy
24,726
+1,401
+6% +$37.7K 0.02% 442
2023
Q4 		$654K Buy
+23,325
New +$654K 0.03% 396