Stifel Financial’s Doximity DOCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.94M Sell
48,003
-1,526
-3% -$93.6K ﹤0.01% 1569
2025
Q1
$2.87M Sell
49,529
-2,373
-5% -$138K ﹤0.01% 1506
2024
Q4
$2.77M Buy
51,902
+2,228
+4% +$119K ﹤0.01% 1562
2024
Q3
$2.16M Sell
49,674
-1,937
-4% -$84.4K ﹤0.01% 1715
2024
Q2
$1.44M Sell
51,611
-26,481
-34% -$741K ﹤0.01% 1945
2024
Q1
$2.1M Sell
78,092
-8,030
-9% -$216K ﹤0.01% 1687
2023
Q4
$2.41M Buy
86,122
+9,850
+13% +$276K ﹤0.01% 1541
2023
Q3
$1.62M Sell
76,272
-16,734
-18% -$355K ﹤0.01% 1733
2023
Q2
$3.16M Buy
93,006
+3,443
+4% +$117K ﹤0.01% 1320
2023
Q1
$2.9M Buy
89,563
+16,089
+22% +$521K ﹤0.01% 1340
2022
Q4
$2.47M Sell
73,474
-174
-0.2% -$5.84K ﹤0.01% 1366
2022
Q3
$2.23M Buy
73,648
+5,699
+8% +$172K ﹤0.01% 1397
2022
Q2
$2.37M Buy
67,949
+8,867
+15% +$309K ﹤0.01% 1389
2022
Q1
$3.08M Buy
+59,082
New +$3.08M ﹤0.01% 1330
2021
Q4
Sell
-16,980
Closed -$1.37M 3386
2021
Q3
$1.37M Buy
+16,980
New +$1.37M ﹤0.01% 1852