Summit Financial’s Amdocs DOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,504
Closed -$229K 816
2025
Q1
$229K Sell
2,504
-1,388
-36% -$127K 0.01% 666
2024
Q4
$333K Buy
+3,892
New +$333K 0.01% 518