Sowell Financial Services’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $741K | Buy |
8,123
+438
| +6% | +$40K | 0.03% | 503 |
|
2025
Q1 | $703K | Buy |
+7,685
| New | +$703K | 0.03% | 497 |
|
2023
Q2 | – | Sell |
-3,119
| Closed | -$300K | – | 621 |
|
2023
Q1 | $300K | Buy |
+3,119
| New | +$300K | 0.02% | 554 |
|
2021
Q2 | – | Sell |
-468
| Closed | -$36K | – | 1086 |
|
2021
Q1 | $36K | Sell |
468
-1
| -0.2% | -$77 | ﹤0.01% | 1792 |
|
2020
Q4 | $33K | Sell |
469
-320
| -41% | -$22.5K | ﹤0.01% | 1541 |
|
2020
Q3 | $45K | Sell |
789
-2,729
| -78% | -$156K | ﹤0.01% | 1256 |
|
2020
Q2 | $214K | Buy |
3,518
+2,943
| +512% | +$179K | 0.01% | 697 |
|
2020
Q1 | $32K | Buy |
575
+3
| +0.5% | +$167 | ﹤0.01% | 1210 |
|
2019
Q4 | $41K | Buy |
572
+42
| +8% | +$3.01K | ﹤0.01% | 1204 |
|
2019
Q3 | $35K | Buy |
+530
| New | +$35K | ﹤0.01% | 1100 |
|