CG
Caprock Group’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $764K | Buy |
9,380
+3,391
| +57% | +$276K | 0.02% | 557 |
|
|
2024
Q4 | $539K | Buy |
5,989
+844
| +16% | +$75.9K | 0.02% | 599 |
|
|
2024
Q3 | $319K | Buy |
+5,145
| New | +$319K | 0.01% | 709 |
|
|
2022
Q2 | – | Sell |
-4,523
| Closed | -$485K | – | 573 |
|
|
2022
Q1 | $485K | Buy |
4,523
+1,740
| +63% | +$187K | 0.05% | 298 |
|
|
2021
Q4 | $424K | Buy |
2,783
+775
| +39% | +$118K | 0.04% | 330 |
|
|
2021
Q3 | $517K | Buy |
2,008
+136
| +7% | +$35K | 0.05% | 250 |
|
|
2021
Q2 | $523K | Buy |
1,872
+142
| +8% | +$39.7K | 0.05% | 250 |
|
|
2021
Q1 | $350K | Buy |
1,730
+315
| +22% | +$63.7K | 0.04% | 296 |
|
|
2020
Q4 | $315K | Buy |
1,415
+254
| +22% | +$56.5K | 0.04% | 313 |
|
|
2020
Q3 | $250K | Sell |
1,161
-1,193
| -51% | -$257K | 0.03% | 324 |
|
|
2020
Q2 | $405K | Buy |
+2,354
| New | +$405K | 0.06% | 227 |
|