Capital Analysts LLC’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 1264 |
|
|
2025
Q1 | $4K | Buy |
47
+15
| +47% | +$1.28K | ﹤0.01% | 1246 |
|
|
2024
Q4 | $3K | Sell |
32
-48
| -60% | -$4.5K | ﹤0.01% | 1194 |
|
|
2024
Q3 | $5K | Sell |
80
-449
| -85% | -$28.1K | ﹤0.01% | 1114 |
|
|
2024
Q2 | $28K | Hold |
529
| – | – | ﹤0.01% | 803 |
|
|
2024
Q1 | $32K | Hold |
529
| – | – | ﹤0.01% | 745 |
|
|
2023
Q4 | $31K | Buy |
529
+469
| +782% | +$27.5K | ﹤0.01% | 744 |
|
|
2023
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 1013 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$5K | – | 1014 |
|
|
2022
Q1 | $5K | Sell |
50
-140
| -74% | -$14K | ﹤0.01% | 817 |
|
|
2021
Q4 | $29K | Sell |
190
-139
| -42% | -$21.2K | ﹤0.01% | 653 |
|
|
2021
Q3 | $84K | Buy |
329
+134
| +69% | +$34.2K | 0.01% | 487 |
|
|
2021
Q2 | $55K | Sell |
195
-25
| -11% | -$7.05K | ﹤0.01% | 546 |
|
|
2021
Q1 | $44K | Buy |
+220
| New | +$44K | ﹤0.01% | 599 |
|
|
2020
Q4 | – | Sell |
-12
| Closed | -$3K | – | 755 |
|
|
2020
Q3 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 684 |
|