B. Riley Wealth Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,701
| Closed | -$210K | – | 1101 |
|
|
2025
Q2 | $210K | Buy |
+2,701
| New | +$219K | 0.01% | 877 |
|
|
2024
Q4 | $247K | Sell |
2,745
-752
| -22% | -$60K | 0.01% | 949 |
|
|
2024
Q3 | $219K | Sell |
3,497
-5,032
| -59% | -$282K | 0.01% | 1097 |
|
|
2024
Q2 | $456K | Sell |
8,529
-5,363
| -39% | -$302K | 0.01% | 859 |
|
|
2024
Q1 | $583K | Sell |
13,892
-107
| -0.8% | -$6.04K | 0.02% | 722 |
|
|
2023
Q4 | $832K | Buy |
13,999
+107
| +0.8% | +$4.91K | 0.02% | 588 |
|
|
2023
Q3 | $583K | Sell |
13,892
-2,738
| -16% | -$134K | 0.02% | 722 |
|
|
2023
Q2 | $850K | Sell |
16,630
-5,280
| -24% | -$280K | 0.02% | 620 |
|
|
2023
Q1 | $1.28M | Buy |
21,910
+7,221
| +49% | +$431K | 0.03% | 468 |
|
|
2022
Q4 | $814K | Sell |
14,689
-2,394
| -14% | -$117K | 0.02% | 607 |
|
|
2022
Q3 | $914K | Buy |
17,083
+7,223
| +73% | +$453K | 0.03% | 529 |
|
|
2022
Q2 | $567K | Sell |
9,860
-5,016
| -34% | -$406K | 0.02% | 605 |
|
|
2022
Q1 | $1.59M | Buy |
14,876
+757
| +5% | +$86.9K | 0.05% | 348 |
|
|
2021
Q4 | $2.15M | Sell |
14,119
-507
| -3% | -$116K | 0.06% | 331 |
|
|
2021
Q3 | $3.77M | Buy |
14,626
+534
| +4% | +$154K | 0.12% | 188 |
|
|
2021
Q2 | $3.93M | Sell |
14,092
-2,021
| -13% | -$452K | 0.13% | 185 |
|
|
2021
Q1 | $3.27M | Buy |
16,113
+7,982
| +98% | +$1.85M | 0.12% | 202 |
|
|
2020
Q4 | $1.81M | Buy |
8,131
+791
| +11% | +$178K | 0.1% | 219 |
|
|
2020
Q3 | $1.52M | Buy |
7,340
+3,748
| +104% | +$778K | 0.08% | 246 |
|
|
2020
Q2 | $620K | Buy |
+3,592
| New | +$453K | 0.04% | 383 |
|
|
2019
Q1 | – | Sell |
-14,750
| Closed | -$592K | – | 750 |
|
|
2018
Q4 | $592K | Sell |
14,750
-1,700
| -10% | -$71.4K | 0.08% | 258 |
|
|
2018
Q3 | $865K | Buy |
+16,450
| New | +$933K | 0.1% | 214 |
|
Other funds holding DOCU
JCAM
NMO
