Cambridge Investment Research Advisors’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.74M Sell
48,028
-2,065
-4% -$161K 0.01% 1017
2025
Q1
$4.08M Buy
50,093
+1,251
+3% +$102K 0.01% 904
2024
Q4
$4.39M Buy
48,842
+5,153
+12% +$463K 0.01% 873
2024
Q3
$2.71M Sell
43,689
-6,100
-12% -$379K 0.01% 1139
2024
Q2
$2.66M Sell
49,789
-5,920
-11% -$317K 0.01% 1099
2024
Q1
$3.32M Buy
55,709
+747
+1% +$44.5K 0.01% 978
2023
Q4
$3.27M Sell
54,962
-18,267
-25% -$1.09M 0.01% 918
2023
Q3
$3.08M Sell
73,229
-7,680
-9% -$323K 0.01% 911
2023
Q2
$4.13M Sell
80,909
-23
-0% -$1.18K 0.02% 754
2023
Q1
$4.72M Sell
80,932
-1,568
-2% -$91.4K 0.02% 659
2022
Q4
$4.57M Buy
82,500
+6,974
+9% +$386K 0.02% 646
2022
Q3
$4.04M Sell
75,526
-3,663
-5% -$196K 0.02% 659
2022
Q2
$4.54M Buy
79,189
+5,591
+8% +$321K 0.02% 622
2022
Q1
$7.88M Sell
73,598
-25,191
-25% -$2.7M 0.04% 462
2021
Q4
$15M Buy
98,789
+7,250
+8% +$1.1M 0.07% 270
2021
Q3
$23.6M Sell
91,539
-742
-0.8% -$191K 0.12% 182
2021
Q2
$25.8M Sell
92,281
-9,864
-10% -$2.76M 0.12% 172
2021
Q1
$20.7M Buy
102,145
+28,525
+39% +$5.77M 0.11% 189
2020
Q4
$16.4M Sell
73,620
-203
-0.3% -$45.1K 0.1% 206
2020
Q3
$15.9M Buy
73,823
+2,867
+4% +$617K 0.11% 196
2020
Q2
$12.2M Buy
70,956
+25,541
+56% +$4.4M 0.09% 225
2020
Q1
$4.2M Sell
45,415
-3,015
-6% -$279K 0.04% 417
2019
Q4
$3.59M Buy
48,430
+12,202
+34% +$904K 0.03% 581
2019
Q3
$2.24M Sell
36,228
-33,640
-48% -$2.08M 0.02% 703
2019
Q2
$3.47M Buy
69,868
+4,705
+7% +$234K 0.03% 526
2019
Q1
$3.38M Buy
65,163
+7,748
+13% +$402K 0.03% 513
2018
Q4
$2.3M Buy
57,415
+8,242
+17% +$330K 0.03% 585
2018
Q3
$2.59M Buy
+49,173
New +$2.59M 0.02% 590