SEI Investments’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Sell |
91,859
-228,152
| -71% | -$14M | 0.01% | 1222 |
|
|
2025
Q1 | $18.6M | Buy |
320,011
+46,000
| +17% | +$2.67M | 0.02% | 707 |
|
|
2024
Q4 | $14.6M | Buy |
274,011
+115,403
| +73% | +$6.16M | 0.02% | 819 |
|
|
2024
Q3 | $6.91M | Buy |
158,608
+106,795
| +206% | +$4.65M | 0.01% | 1141 |
|
|
2024
Q2 | $1.45M | Buy |
51,813
+16,803
| +48% | +$470K | ﹤0.01% | 1767 |
|
|
2024
Q1 | $942K | Buy |
35,010
+9,359
| +36% | +$252K | ﹤0.01% | 1906 |
|
|
2023
Q4 | $719K | Buy |
25,651
+3,000
| +13% | +$84.1K | ﹤0.01% | 1977 |
|
|
2023
Q3 | $481K | Buy |
22,651
+1,588
| +8% | +$33.7K | ﹤0.01% | 2124 |
|
|
2023
Q2 | $717K | Sell |
21,063
-12,062
| -36% | -$410K | ﹤0.01% | 2002 |
|
|
2023
Q1 | $1.07M | Buy |
33,125
+2,746
| +9% | +$88.9K | ﹤0.01% | 1846 |
|
|
2022
Q4 | $1.02M | Buy |
30,379
+6,017
| +25% | +$202K | ﹤0.01% | 1751 |
|
|
2022
Q3 | $736K | Buy |
24,362
+11,708
| +93% | +$354K | ﹤0.01% | 1920 |
|
|
2022
Q2 | $437K | Buy |
12,654
+3,174
| +33% | +$110K | ﹤0.01% | 2156 |
|
|
2022
Q1 | $370K | Buy |
+9,480
| New | +$370K | ﹤0.01% | 2218 |
|
|
2021
Q3 | – | Sell |
-77,400
| Closed | -$4.51M | – | 2576 |
|
|
2021
Q2 | $4.51M | Buy |
+77,400
| New | +$4.51M | 0.01% | 1138 |
|