United Capital Financial Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
2,563
-157
| -6% | -$14.3K | ﹤0.01% | 994 |
|
|
2025
Q1 | $249K | Buy |
2,720
+261
| +11% | +$23.9K | ﹤0.01% | 938 |
|
|
2024
Q4 | $209K | Buy |
+2,459
| New | +$209K | ﹤0.01% | 999 |
|
|
2024
Q2 | – | Sell |
-2,366
| Closed | -$214K | – | 1049 |
|
|
2024
Q1 | $214K | Buy |
+2,366
| New | +$214K | ﹤0.01% | 992 |
|
|
2023
Q1 | – | Sell |
-2,285
| Closed | -$208K | – | 984 |
|
|
2022
Q4 | $208K | Buy |
+2,285
| New | +$208K | ﹤0.01% | 975 |
|
|
2019
Q3 | – | Sell |
-3,270
| Closed | -$203K | – | 1343 |
|
|
2019
Q2 | $203K | Buy |
+3,270
| New | +$203K | ﹤0.01% | 1341 |
|
|
2018
Q4 | – | Sell |
-4,751
| Closed | -$313K | – | 1304 |
|
|
2018
Q3 | $313K | Buy |
4,751
+46
| +1% | +$3.03K | ﹤0.01% | 1088 |
|
|
2018
Q2 | $311K | Sell |
4,705
-26
| -0.5% | -$1.72K | ﹤0.01% | 1070 |
|
|
2018
Q1 | $316K | Buy |
4,731
+174
| +4% | +$11.6K | ﹤0.01% | 1076 |
|
|
2017
Q4 | $299K | Hold |
4,557
| – | – | ﹤0.01% | 1114 |
|
|
2017
Q3 | $293K | Sell |
4,557
-51,466
| -92% | -$3.31M | ﹤0.01% | 1119 |
|
|
2017
Q2 | $3.61M | Buy |
56,023
+5,785
| +12% | +$373K | 0.03% | 442 |
|
|
2017
Q1 | $3.06M | Buy |
50,238
+2,564
| +5% | +$156K | 0.03% | 462 |
|
|
2016
Q4 | $2.78M | Buy |
47,674
+546
| +1% | +$31.8K | 0.03% | 485 |
|
|
2016
Q3 | $2.73M | Sell |
47,128
-3,852
| -8% | -$223K | 0.03% | 509 |
|
|
2016
Q2 | $2.96M | Buy |
50,980
+559
| +1% | +$32.4K | 0.03% | 466 |
|
|
2016
Q1 | $3.05M | Buy |
50,421
+5,464
| +12% | +$330K | 0.03% | 446 |
|
|
2015
Q4 | $2.45M | Sell |
44,957
-36,815
| -45% | -$2.01M | 0.03% | 509 |
|
|
2015
Q3 | $4.65M | Sell |
81,772
-7,250
| -8% | -$412K | 0.06% | 332 |
|
|
2015
Q2 | $4.86M | Sell |
89,022
-755
| -0.8% | -$41.2K | 0.06% | 343 |
|
|
2015
Q1 | $4.94M | Sell |
89,777
-2,306
| -3% | -$127K | 0.06% | 336 |
|
|
2014
Q4 | $4.3M | Buy |
92,083
+63,942
| +227% | +$2.98M | 0.06% | 279 |
|
|
2014
Q3 | $1.29M | Buy |
28,141
+10,004
| +55% | +$459K | 0.02% | 546 |
|
|
2014
Q2 | $840K | Buy |
18,137
+11,283
| +165% | +$523K | 0.02% | 593 |
|
|
2014
Q1 | $318K | Buy |
+6,854
| New | +$318K | 0.01% | 767 |
|