Sequoia Financial Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Buy |
+8,931
| New | +$815K | 0.01% | 771 |
|
|
2018
Q4 | – | Sell |
-66,554
| Closed | -$4.39M | – | 304 |
|
|
2018
Q3 | $4.39M | Buy |
66,554
+1,974
| +3% | +$130K | 0.44% | 42 |
|
|
2018
Q2 | $4.28M | Buy |
64,580
+2,124
| +3% | +$141K | 0.46% | 43 |
|
|
2018
Q1 | $4.17M | Buy |
62,456
+1,976
| +3% | +$132K | 0.44% | 45 |
|
|
2017
Q4 | $3.96M | Buy |
60,480
+3,047
| +5% | +$200K | 0.42% | 50 |
|
|
2017
Q3 | $3.69M | Buy |
57,433
+3,351
| +6% | +$216K | 0.44% | 49 |
|
|
2017
Q2 | $3.49M | Buy |
54,082
+2,128
| +4% | +$137K | 0.43% | 52 |
|
|
2017
Q1 | $3.17M | Buy |
51,954
+2,561
| +5% | +$156K | 0.4% | 54 |
|
|
2016
Q4 | $2.88M | Buy |
49,393
+4,059
| +9% | +$236K | 0.41% | 51 |
|
|
2016
Q3 | $2.62M | Buy |
45,334
+2,148
| +5% | +$124K | 0.49% | 35 |
|
|
2016
Q2 | $2.49M | Buy |
43,186
+4,505
| +12% | +$260K | 0.7% | 32 |
|
|
2016
Q1 | $2.34M | Buy |
38,681
+4,333
| +13% | +$262K | 0.76% | 33 |
|
|
2015
Q4 | $1.87M | Buy |
34,348
+3,639
| +12% | +$199K | 0.76% | 32 |
|
|
2015
Q3 | $1.75M | Buy |
30,709
+6,366
| +26% | +$362K | 0.76% | 27 |
|
|
2015
Q2 | $1.33M | Buy |
24,343
+1,148
| +5% | +$62.7K | 0.56% | 37 |
|
|
2015
Q1 | $1.26M | Buy |
23,195
+882
| +4% | +$48K | 0.58% | 37 |
|
|
2014
Q4 | $1.04M | Buy |
+22,313
| New | +$1.04M | 0.71% | 34 |
|