STA
Summit Trail Advisors’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
44,098
-1,281
| -3% | -$78.6K | 0.05% | 209 |
|
|
2025
Q1 | $2.63M | Sell |
45,379
-528
| -1% | -$30.6K | 0.09% | 72 |
|
|
2024
Q4 | $2.45M | Sell |
45,907
-4,663
| -9% | -$249K | 0.09% | 75 |
|
|
2024
Q3 | $2.2M | Sell |
50,570
-2,386
| -5% | -$104K | 0.05% | 152 |
|
|
2024
Q2 | $1.48M | Buy |
52,956
+24
| +0% | +$671 | 0.04% | 174 |
|
|
2024
Q1 | $1.42M | Hold |
52,932
| – | – | 0.04% | 170 |
|
|
2023
Q4 | $1.48M | Sell |
52,932
-421
| -0.8% | -$11.8K | 0.05% | 127 |
|
|
2023
Q3 | $1.13M | Buy |
53,353
+333
| +0.6% | +$7.07K | 0.04% | 143 |
|
|
2023
Q2 | $1.8M | Buy |
53,020
+244
| +0.5% | +$8.3K | 0.07% | 107 |
|
|
2023
Q1 | $1.71M | Sell |
52,776
-58
| -0.1% | -$1.88K | 0.07% | 95 |
|
|
2022
Q4 | $1.77M | Sell |
52,834
-26
| -0% | -$873 | 0.08% | 83 |
|
|
2022
Q3 | $1.6M | Sell |
52,860
-85
| -0.2% | -$2.57K | 0.09% | 83 |
|
|
2022
Q2 | $1.84M | Buy |
+52,945
| New | +$1.84M | 0.11% | 84 |
|