Capital Advisors Ltd’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44K | Hold |
563
| – | – | 0.01% | 495 |
|
|
2025
Q1 | $46K | Hold |
563
| – | – | 0.01% | 470 |
|
|
2024
Q4 | $51K | Hold |
563
| – | – | 0.01% | 447 |
|
|
2024
Q3 | $35K | Buy |
563
+5
| +0.9% | +$311 | ﹤0.01% | 516 |
|
|
2024
Q2 | $30K | Hold |
558
| – | – | ﹤0.01% | 532 |
|
|
2024
Q1 | $33K | Hold |
558
| – | – | ﹤0.01% | 505 |
|
|
2023
Q4 | $33K | Hold |
558
| – | – | ﹤0.01% | 485 |
|
|
2023
Q3 | $23K | Hold |
558
| – | – | ﹤0.01% | 525 |
|
|
2023
Q2 | $29K | Sell |
558
-8
| -1% | -$416 | ﹤0.01% | 507 |
|
|
2023
Q1 | $33K | Buy |
566
+295
| +109% | +$17.2K | 0.01% | 412 |
|
|
2022
Q4 | $1K | Sell |
271
-410
| -60% | -$1.51K | ﹤0.01% | 976 |
|
|
2022
Q3 | $36K | Buy |
681
+20
| +3% | +$1.06K | 0.01% | 394 |
|
|
2022
Q2 | $38K | Sell |
661
-19
| -3% | -$1.09K | 0.01% | 383 |
|
|
2022
Q1 | $73K | Sell |
680
-4
| -0.6% | -$429 | 0.01% | 339 |
|
|
2021
Q4 | $104K | Buy |
+684
| New | +$104K | 0.02% | 293 |
|