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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $339K | Buy |
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|
2025
Q2 | $172K | Sell |
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|
2025
Q1 | $204K | Buy |
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|
2024
Q4 | $121K | Buy |
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|
2024
Q3 | $84.4K | Buy |
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|
2024
Q2 | $8.36K | Sell |
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|
2024
Q1 | $20.7K | Buy |
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|
2023
Q4 | $19.4K | Sell |
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|
2023
Q3 | $17.7K | Hold |
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|
2023
Q2 | $28.3K | Hold |
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|
2023
Q1 | $26.9K | Buy |
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|
2022
Q4 | $27.7K | Sell |
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|
2022
Q3 | $40K | Sell |
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|
2022
Q2 | $54K | Buy |
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|
2022
Q1 | $74K | Buy |
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|
2021
Q4 | $60K | Buy |
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|
2021
Q3 | $56K | Buy |
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