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 |
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|
2025
Q2 | $210K | Buy |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $219K | Sell |
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|
2024
Q2 | $456K | Sell |
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|
2024
Q1 | $583K | Sell |
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|
2023
Q4 | $832K | Buy |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $850K | Sell |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $814K | Sell |
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|
2022
Q3 | $914K | Buy |
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|
2022
Q2 | $567K | Sell |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $2.15M | Sell |
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|
2021
Q3 | $3.77M | Buy |
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|
2021
Q2 | $3.93M | Sell |
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|
2021
Q1 | $3.27M | Buy |
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|
2020
Q4 | $1.81M | Buy |
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $620K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $592K | Sell |
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|
2018
Q3 | $865K | Buy |
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