Summit Securities Group’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-211
| Closed | -$18K | – | 573 |
|
|
2024
Q3 | $18K | Buy |
+211
| New | +$18K | ﹤0.01% | 233 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 957 |
|
|
2022
Q3 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 759 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 771 |
|
|
2017
Q3 | – | Sell |
-7,720
| Closed | -$498K | – | 147 |
|
|
2017
Q2 | $498K | Sell |
7,720
-9,828
| -56% | -$634K | 0.09% | 90 |
|
|
2017
Q1 | $1.07M | Buy |
+17,548
| New | +$1.07M | 0.31% | 54 |
|
|
2016
Q4 | – | Sell |
-3,601
| Closed | -$208K | – | 224 |
|
|
2016
Q3 | $208K | Sell |
3,601
-2,230
| -38% | -$129K | 0.07% | 99 |
|
|
2016
Q2 | $337K | Buy |
5,831
+502
| +9% | +$29K | 0.18% | 131 |
|
|
2016
Q1 | $322K | Buy |
+5,329
| New | +$322K | 0.23% | 87 |
|