Steward Partners Investment Advisory’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Sell |
2,812
-712
| -20% | -$43.7K | ﹤0.01% | 1830 |
|
|
2025
Q1 | $204K | Buy |
3,524
+1,255
| +55% | +$72.8K | ﹤0.01% | 1638 |
|
|
2024
Q4 | $121K | Buy |
2,269
+332
| +17% | +$17.7K | ﹤0.01% | 1885 |
|
|
2024
Q3 | $84.4K | Buy |
1,937
+1,638
| +548% | +$71.4K | ﹤0.01% | 1967 |
|
|
2024
Q2 | $8.36K | Sell |
299
-471
| -61% | -$13.2K | ﹤0.01% | 2877 |
|
|
2024
Q1 | $20.7K | Buy |
770
+79
| +11% | +$2.13K | ﹤0.01% | 2514 |
|
|
2023
Q4 | $19.4K | Sell |
691
-141
| -17% | -$3.95K | ﹤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% | +$227 | ﹤0.01% | 2124 |
|
|
2022
Q4 | $27.7K | Sell |
825
-510
| -38% | -$17.1K | ﹤0.01% | 2089 |
|
|
2022
Q3 | $40K | Sell |
1,335
-211
| -14% | -$6.32K | ﹤0.01% | 1890 |
|
|
2022
Q2 | $54K | Buy |
1,546
+132
| +9% | +$4.61K | ﹤0.01% | 1766 |
|
|
2022
Q1 | $74K | Buy |
1,414
+214
| +18% | +$11.2K | ﹤0.01% | 1722 |
|
|
2021
Q4 | $60K | Buy |
1,200
+500
| +71% | +$25K | ﹤0.01% | 1815 |
|
|
2021
Q3 | $56K | Buy |
+700
| New | +$56K | ﹤0.01% | 1828 |
|