Sequoia Financial Advisors’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,352
| Closed | -$311K | – | 1568 |
|
|
2025
Q1 | $311K | Buy |
5,352
+63
| +1% | +$3.66K | ﹤0.01% | 1041 |
|
|
2024
Q4 | $282K | Buy |
+5,289
| New | +$282K | ﹤0.01% | 1042 |
|
|
2024
Q1 | – | Sell |
-11,584
| Closed | -$325K | – | 1178 |
|
|
2023
Q4 | $325K | Buy |
+11,584
| New | +$325K | ﹤0.01% | 891 |
|