United Capital Financial Advisors’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,949
| Closed | -$279K | – | 1083 |
|
|
2023
Q4 | $279K | Sell |
9,949
-104,380
| -91% | -$2.93M | ﹤0.01% | 895 |
|
|
2023
Q3 | $2.43M | Sell |
114,329
-21,031
| -16% | -$446K | 0.02% | 398 |
|
|
2023
Q2 | $4.6M | Sell |
135,360
-6,029
| -4% | -$205K | 0.03% | 326 |
|
|
2023
Q1 | $4.58M | Sell |
141,389
-1,375
| -1% | -$44.5K | 0.03% | 329 |
|
|
2022
Q4 | $4.79M | Buy |
142,764
+15,224
| +12% | +$511K | 0.03% | 329 |
|
|
2022
Q3 | $3.85M | Buy |
+127,540
| New | +$3.85M | 0.02% | 363 |
|