Steward Partners Investment Advisory’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Sell |
1,829
-653
| -26% | -$59.6K | ﹤0.01% | 1842 |
|
|
2025
Q1 | $227K | Sell |
2,482
-23
| -0.9% | -$2.11K | ﹤0.01% | 1584 |
|
|
2024
Q4 | $213K | Sell |
2,505
-155
| -6% | -$13.2K | ﹤0.01% | 1573 |
|
|
2024
Q3 | $233K | Buy |
2,660
+560
| +27% | +$49K | ﹤0.01% | 1454 |
|
|
2024
Q2 | $166K | Buy |
2,100
+423
| +25% | +$33.4K | ﹤0.01% | 1533 |
|
|
2024
Q1 | $152K | Sell |
1,677
-90
| -5% | -$8.13K | ﹤0.01% | 1561 |
|
|
2023
Q4 | $155K | Sell |
1,767
-423
| -19% | -$37.2K | ﹤0.01% | 1480 |
|
|
2023
Q3 | $185K | Sell |
2,190
-64
| -3% | -$5.41K | ﹤0.01% | 1319 |
|
|
2023
Q2 | $223K | Buy |
2,254
+45
| +2% | +$4.45K | ﹤0.01% | 1230 |
|
|
2023
Q1 | $212K | Sell |
2,209
-222
| -9% | -$21.3K | ﹤0.01% | 1248 |
|
|
2022
Q4 | $221K | Sell |
2,431
-50
| -2% | -$4.55K | ﹤0.01% | 1203 |
|
|
2022
Q3 | $197K | Buy |
2,481
+3
| +0.1% | +$238 | ﹤0.01% | 1210 |
|
|
2022
Q2 | $206K | Sell |
2,478
-32
| -1% | -$2.66K | ﹤0.01% | 1196 |
|
|
2022
Q1 | $206K | Sell |
2,510
-42
| -2% | -$3.45K | ﹤0.01% | 1276 |
|
|
2021
Q4 | $191K | Sell |
2,552
-72
| -3% | -$5.39K | ﹤0.01% | 1333 |
|
|
2021
Q3 | $199K | Buy |
2,624
+1,454
| +124% | +$110K | ﹤0.01% | 1274 |
|
|
2021
Q2 | $91K | Hold |
1,170
| – | – | ﹤0.01% | 2398 |
|
|
2021
Q1 | $82.1K | Buy |
1,170
+74
| +7% | +$5.19K | ﹤0.01% | 1716 |
|
|
2020
Q4 | $78K | Buy |
1,096
+131
| +14% | +$9.32K | ﹤0.01% | 1470 |
|
|
2020
Q3 | $55K | Sell |
965
-420
| -30% | -$23.9K | ﹤0.01% | 1458 |
|
|
2020
Q2 | $84K | Buy |
1,385
+472
| +52% | +$28.6K | ﹤0.01% | 1216 |
|
|
2020
Q1 | $50K | Sell |
913
-67
| -7% | -$3.67K | ﹤0.01% | 1256 |
|
|
2019
Q4 | $70K | Hold |
980
| – | – | ﹤0.01% | 1263 |
|
|
2019
Q3 | $64K | Hold |
980
| – | – | ﹤0.01% | 1256 |
|
|
2019
Q2 | $60K | Buy |
+980
| New | +$60K | ﹤0.01% | 1266 |
|
|
2018
Q4 | – | Sell |
-845
| Closed | -$56K | – | 1095 |
|
|
2018
Q3 | $56K | Buy |
+845
| New | +$56K | ﹤0.01% | 1158 |
|