Allworth Financial’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
7,703
+6,854
| +807% | +$534K | ﹤0.01% | 780 |
|
|
2025
Q1 | $69.3K | Sell |
849
-128
| -13% | -$10.5K | ﹤0.01% | 1392 |
|
|
2024
Q4 | $89.7K | Buy |
977
+234
| +31% | +$21.5K | ﹤0.01% | 1315 |
|
|
2024
Q3 | $46.1K | Sell |
743
-96
| -11% | -$5.96K | ﹤0.01% | 1446 |
|
|
2024
Q2 | $46.9K | Sell |
839
-801
| -49% | -$44.7K | ﹤0.01% | 1415 |
|
|
2024
Q1 | $97.6K | Sell |
1,640
-193
| -11% | -$11.5K | ﹤0.01% | 1031 |
|
|
2023
Q4 | $109K | Buy |
1,833
+1,355
| +283% | +$80.5K | ﹤0.01% | 911 |
|
|
2023
Q3 | $20.1K | Sell |
478
-132
| -22% | -$5.54K | ﹤0.01% | 1512 |
|
|
2023
Q2 | $31.2K | Sell |
610
-390
| -39% | -$19.9K | ﹤0.01% | 1306 |
|
|
2023
Q1 | $58.3K | Buy |
1,000
+6
| +0.6% | +$350 | ﹤0.01% | 1024 |
|
|
2022
Q4 | $55.1K | Buy |
994
+744
| +298% | +$41.2K | ﹤0.01% | 980 |
|
|
2022
Q3 | $13K | Sell |
250
-302
| -55% | -$15.7K | ﹤0.01% | 1472 |
|
|
2022
Q2 | $32K | Buy |
552
+97
| +21% | +$5.62K | ﹤0.01% | 1061 |
|
|
2022
Q1 | $49K | Buy |
455
+112
| +33% | +$12.1K | ﹤0.01% | 895 |
|
|
2021
Q4 | $52K | Sell |
343
-67
| -16% | -$10.2K | ﹤0.01% | 828 |
|
|
2021
Q3 | $106K | Buy |
410
+324
| +377% | +$83.8K | ﹤0.01% | 601 |
|
|
2021
Q2 | $24K | Buy |
86
+39
| +83% | +$10.9K | ﹤0.01% | 800 |
|
|
2021
Q1 | $10K | Buy |
47
+39
| +488% | +$8.3K | ﹤0.01% | 979 |
|
|
2020
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 1139 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$17K | – | 1192 |
|
|
2020
Q2 | $17K | Buy |
+100
| New | +$17K | ﹤0.01% | 616 |
|