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 |
|