Avantax Advisory Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
18,448
+688
| +4% | +$53.6K | 0.01% | 964 |
|
|
2025
Q1 | $1.45M | Buy |
17,760
+1,077
| +6% | +$87.7K | 0.01% | 910 |
|
|
2024
Q4 | $1.5M | Buy |
16,683
+368
| +2% | +$33.1K | 0.01% | 860 |
|
|
2024
Q3 | $1.01M | Buy |
16,315
+205
| +1% | +$12.7K | 0.01% | 1011 |
|
|
2024
Q2 | $862K | Sell |
16,110
-63
| -0.4% | -$3.37K | 0.01% | 1066 |
|
|
2024
Q1 | $963K | Buy |
16,173
+1,077
| +7% | +$64.1K | 0.01% | 763 |
|
|
2023
Q4 | $897K | Sell |
15,096
-2,815
| -16% | -$167K | 0.01% | 745 |
|
|
2023
Q3 | $752K | Sell |
17,911
-699
| -4% | -$29.4K | 0.01% | 783 |
|
|
2023
Q2 | $951K | Sell |
18,610
-615
| -3% | -$31.4K | 0.01% | 698 |
|
|
2023
Q1 | $1.12M | Sell |
19,225
-1,343
| -7% | -$78.3K | 0.01% | 630 |
|
|
2022
Q4 | $1.14M | Buy |
20,568
+5,858
| +40% | +$325K | 0.02% | 595 |
|
|
2022
Q3 | $787K | Buy |
14,710
+1,287
| +10% | +$68.9K | 0.01% | 631 |
|
|
2022
Q2 | $770K | Buy |
13,423
+26
| +0.2% | +$1.49K | 0.01% | 631 |
|
|
2022
Q1 | $1.44M | Buy |
13,397
+207
| +2% | +$22.3K | 0.02% | 449 |
|
|
2021
Q4 | $2.01M | Buy |
13,190
+2,595
| +24% | +$395K | 0.03% | 367 |
|
|
2021
Q3 | $2.74M | Sell |
10,595
-2,562
| -19% | -$661K | 0.05% | 283 |
|
|
2021
Q2 | $3.68M | Buy |
13,157
+603
| +5% | +$169K | 0.07% | 218 |
|
|
2021
Q1 | $2.53M | Buy |
12,554
+2,493
| +25% | +$503K | 0.05% | 254 |
|
|
2020
Q4 | $2.24M | Sell |
10,061
-3,786
| -27% | -$841K | 0.05% | 249 |
|
|
2020
Q3 | $2.98M | Buy |
13,847
+4,517
| +48% | +$973K | 0.05% | 282 |
|
|
2020
Q2 | $1.61M | Buy |
9,330
+2,833
| +44% | +$488K | 0.05% | 259 |
|
|
2020
Q1 | $601K | Buy |
6,497
+2,608
| +67% | +$241K | 0.02% | 400 |
|
|
2019
Q4 | $287K | Sell |
3,889
-527
| -12% | -$38.9K | 0.01% | 640 |
|
|
2019
Q3 | $273K | Sell |
4,416
-553
| -11% | -$34.2K | 0.01% | 462 |
|
|
2019
Q2 | $247K | Buy |
4,969
+205
| +4% | +$10.2K | 0.01% | 438 |
|
|
2019
Q1 | $247K | Buy |
+4,764
| New | +$247K | 0.01% | 409 |
|