Rise Advisors’s Doximity DOCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19K Buy
310
+9
+3% +$552 0.01% 569
2025
Q1
$17.5K Sell
301
-155
-34% -$9K 0.01% 588
2024
Q4
$24.3K Sell
456
-50
-10% -$2.67K 0.01% 525
2024
Q3
$22K Hold
506
0.01% 630
2024
Q2
$14.2K Hold
506
0.01% 863
2024
Q1
$13.6K Buy
506
+456
+912% +$12.3K 0.01% 919
2023
Q4
$1.4K Hold
50
﹤0.01% 491
2023
Q3
$1.06K Hold
50
﹤0.01% 527
2023
Q2
$1.7K Sell
50
-50
-50% -$1.7K ﹤0.01% 535
2023
Q1
$3.24K Hold
100
﹤0.01% 510
2022
Q4
$3.36K Hold
100
﹤0.01% 498
2022
Q3
$3K Hold
100
﹤0.01% 492
2022
Q2
$3K Buy
100
+50
+100% +$1.5K ﹤0.01% 498
2022
Q1
$3K Hold
50
﹤0.01% 478
2021
Q4
$2.51K Buy
+50
New +$2.51K ﹤0.01% 504