Steward Partners Investment Advisory’s Doximity DOCS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$84.5K	Buy	3,628 +232	+7%	+$7.23K	﹤0.01%	2475
2025 Q4	$150K	Sell	3,396 -1,233	-27%	-$69.2K	﹤0.01%	2084
2025 Q3	$339K	Buy	4,629 +1,817	+65%	+$118K	﹤0.01%	1589
2025 Q2	$172K	Sell	2,812 -712	-20%	-$39.7K	﹤0.01%	1830
2025 Q1	$204K	Buy	3,524 +1,255	+55%	+$79.2K	﹤0.01%	1638
2024 Q4	$121K	Buy	2,269 +332	+17%	+$16.3K	﹤0.01%	1885
2024 Q3	$84.4K	Buy	1,937 +1,638	+548%	+$54.6K	﹤0.01%	1967
2024 Q2	$8.36K	Sell	299 -471	-61%	-$12.4K	﹤0.01%	2877
2024 Q1	$20.7K	Buy	770 +79	+11%	+$2.25K	﹤0.01%	2514
2023 Q4	$19.4K	Sell	691 -141	-17%	-$3.33K	﹤0.01%	2422
2023 Q3	$17.7K	Hold	832	–	–	﹤0.01%	2369
2023 Q2	$28.3K	Hold	832	–	–	﹤0.01%	2112
2023 Q1	$26.9K	Buy	832 +7	+0.8%	+$232	﹤0.01%	2124
2022 Q4	$27.7K	Sell	825 -510	-38%	-$15.6K	﹤0.01%	2089
2022 Q3	$40K	Sell	1,335 -211	-14%	-$7.73K	﹤0.01%	1890
2022 Q2	$54K	Buy	1,546 +132	+9%	+$5.2K	﹤0.01%	1766
2022 Q1	$74K	Buy	1,414 +214	+18%	+$10.8K	﹤0.01%	1722
2021 Q4	$60K	Buy	1,200 +500	+71%	+$32.5K	﹤0.01%	1815
2021 Q3	$56K	Buy	+700	New	+$51.2K	﹤0.01%	1828