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 |
|